IWP
COP icon

Insight Wealth Partners’s ConocoPhillips COP Stock Holding History

Insight Wealth Partners’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Buy
3,050
+30
+1% +$3.56K 0.04% 104
2026
Q1 		$399K Hold
3,020
– – 0.06% 86
2025
Q4 		$283K Buy
3,020
+28
+0.9% +$2.53K 0.04% 93
2025
Q3 		$283K Buy
2,992
+23
+0.8% +$2.17K 0.09% 95
2025
Q2 		$266K Buy
2,969
+18
+0.6% +$1.62K 0.1% 91
2025
Q1 		$310K Sell
2,951
-88
-3% -$8.78K 0.05% 87
2024
Q4 		$301K Buy
3,039
+131
+5% +$13.9K 0.04% 84
2024
Q3 		$306K Sell
2,908
-32
-1% -$3.52K 0.06% 85
2024
Q2 		$336K Buy
2,940
+71
+2% +$8.62K 0.06% 74
2024
Q1 		$365K Buy
2,869
+26
+0.9% +$2.97K 0.06% 70
2023
Q4 		$330K Buy
2,843
+32
+1% +$3.74K 0.06% 64
2023
Q3 		$337K Buy
2,811
+36
+1% +$4.18K 0.07% 58
2023
Q2 		$288K Buy
2,775
+29
+1% +$2.98K 0.07% 61
2023
Q1 		$272K Buy
2,746
+22
+0.8% +$2.41K 0.06% 52
2022
Q4 		$321K Buy
2,724
+4
+0.1% +$486 0.24% 42
2022
Q3 		$278K Sell
2,720
-490
-15% -$48.9K 0.26% 47
2022
Q2 		$288K Buy
3,210
+447
+16% +$46.1K 0.22% 46
2022
Q1 		$276K Sell
2,763
-14
-0.5% -$1.29K 0.15% 64
2021
Q4 		$200K Buy
+2,777
New +$202K 0.04% 81

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Insight Wealth Partners's COP Position: Q2 2026 in Review

Insight Wealth Partners increased its ConocoPhillips (COP) stake by 0.99% in Q2 2026, buying an estimated $3.56K and bringing the position to 3,050 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #104.

Insight Wealth Partners first reported a position in COP in Q4 2021 and has held it in 19 quarters since. The position peaked at $399K in Q1 2026. 2,465 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Insight Wealth Partners held 3,050 shares of ConocoPhillips worth $317K as of Q2 2026.
  • Insight Wealth Partners bought 30 ConocoPhillips shares in Q2 2026, an estimated $3.56K.
  • ConocoPhillips made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Insight Wealth Partners first reported a position in ConocoPhillips in Q4 2021 and has held it in 19 quarters since.
  • Insight Wealth Partners's ConocoPhillips position peaked at $399K in Q1 2026.
  • 2,465 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.