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Institute for Wealth Management’s ConocoPhillips COP Stock Holding History

Institute for Wealth Management’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
Q1 		$1.38M Hold
10,482
– – 0.15% 154
2025
Q4 		$981K Sell
10,482
-72
-0.7% -$6.51K 0.1% 194
2025
Q3 		$998K Buy
10,554
+173
+2% +$16.4K 0.1% 199
2025
Q2 		$932K Buy
10,381
+1
+0% +$90 0.1% 205
2025
Q1 		$1.09M Sell
10,380
-302
-3% -$30.1K 0.14% 170
2024
Q4 		$1.06M Sell
10,682
-1,522
-12% -$162K 0.13% 163
2024
Q3 		$1.28M Buy
12,204
+1,761
+17% +$193K 0.16% 142
2024
Q2 		$1.19M Buy
10,443
+146
+1% +$17.7K 0.16% 139
2024
Q1 		$1.31M Sell
10,297
-12
-0.1% -$1.37K 0.17% 130
2023
Q4 		$1.2M Sell
10,309
-344
-3% -$40.2K 0.19% 134
2023
Q3 		$1.28M Sell
10,653
-7
-0.1% -$813 0.23% 106
2023
Q2 		$1.1M Buy
10,660
+5
+0% +$514 0.19% 131
2023
Q1 		$1.06M Buy
10,655
+2,844
+36% +$311K 0.2% 129
2022
Q4 		$922K Sell
7,811
-7
-0.1% -$851 0.19% 148
2022
Q3 		$800K Sell
7,818
-6
-0.1% -$598 0.18% 153
2022
Q2 		$703K Buy
7,824
+30
+0.4% +$3.09K 0.14% 189
2022
Q1 		$779K Sell
7,794
-77
-1% -$7.08K 0.13% 200
2021
Q4 		$568K Hold
7,871
– – 0.09% 262
2021
Q3 		$533K Hold
7,871
– – 0.09% 259
2021
Q2 		$479K Sell
7,871
-9
-0.1% -$502 0.08% 283
2021
Q1 		$417K Buy
7,880
+454
+6% +$22.4K 0.08% 295
2020
Q4 		$297K Sell
7,426
-3,014
-29% -$111K 0.06% 349
2020
Q3 		$343K Sell
10,440
-10,215
-49% -$387K 0.08% 294
2020
Q2 		$868K Buy
20,655
+1,466
+8% +$59.3K 0.21% 126
2020
Q1 		$591K Buy
19,189
+970
+5% +$49.3K 0.18% 151
2019
Q4 		$1.19M Buy
18,219
+530
+3% +$31.2K 0.27% 101
2019
Q3 		$1.01M Buy
17,689
+583
+3% +$33.2K 0.25% 111
2019
Q2 		$1.04M Buy
17,106
+338
+2% +$21K 0.23% 126
2019
Q1 		$1.12M Sell
16,768
-1,184
-7% -$79.7K 0.24% 114
2018
Q4 		$1.12M Buy
17,952
+92
+0.5% +$6.26K 0.46% 63
2018
Q3 		$1.39M Sell
17,860
-112
-0.6% -$8.08K 0.47% 67
2018
Q2 		$1.25M Buy
17,972
+2,239
+14% +$149K 0.4% 85
2018
Q1 		$1.02M Buy
15,733
+146
+0.9% +$8.26K 0.3% 120
2017
Q4 		$865K Buy
15,587
+2,404
+18% +$124K 0.2% 153
2017
Q3 		$660K Sell
13,183
-806
-6% -$36.2K 0.21% 156
2017
Q2 		$614K Buy
+13,989
New +$652K 0.17% 189
2013
Q3 		– Sell
-1,611
Closed -$97K – 76
2013
Q2 		$97K Buy
+1,611
New +$98K 0.08% 41

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Institute for Wealth Management's COP Position: Q1 2026 in Review

Institute for Wealth Management held its ConocoPhillips (COP) position steady in Q1 2026 at 10,482 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #154.

Institute for Wealth Management first reported a position in COP in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.39M in Q3 2018. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Institute for Wealth Management held 10,482 shares of ConocoPhillips worth $1.38M as of Q1 2026.
  • Institute for Wealth Management left its ConocoPhillips share count unchanged in Q1 2026.
  • ConocoPhillips made up 0.15% of Institute for Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Institute for Wealth Management first reported a position in ConocoPhillips in Q2 2013 and has held it in 37 quarters since.
  • Institute for Wealth Management's ConocoPhillips position peaked at $1.39M in Q3 2018.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.