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Iron Horse Wealth Management’s ConocoPhillips COP Stock Holding History

Iron Horse 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
2025
Q2 		$1.35K Hold
15
– – ﹤0.01% 502
2025
Q1 		$1.57K Buy
+15
New +$1.5K ﹤0.01% 480

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Iron Horse Wealth Management's COP Position: Q2 2025 in Review

Iron Horse Wealth Management held its ConocoPhillips (COP) position steady in Q2 2025 at 15 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Iron Horse Wealth Management first reported a position in COP in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.57K in Q1 2025. 2,289 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Iron Horse Wealth Management held 15 shares of ConocoPhillips worth $1.35K as of Q2 2025.
  • Iron Horse Wealth Management left its ConocoPhillips share count unchanged in Q2 2025.
  • ConocoPhillips made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #502 holding.
  • Iron Horse Wealth Management first reported a position in ConocoPhillips in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's ConocoPhillips position peaked at $1.57K in Q1 2025.
  • 2,289 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.