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Jeppson Wealth Management’s ConocoPhillips COP Stock Holding History

Jeppson 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 		$2.07M Sell
15,704
-58
-0.4% -$6.42K 0.65% 41
2025
Q4 		$1.48M Sell
15,762
-195
-1% -$17.6K 0.47% 54
2025
Q3 		$1.51M Sell
15,957
-516
-3% -$48.8K 0.48% 54
2025
Q2 		$1.48M Sell
16,473
-28
-0.2% -$2.52K 0.51% 50
2025
Q1 		$1.73M Hold
16,501
– – 0.63% 44
2024
Q4 		$1.64M Buy
16,501
+1,130
+7% +$120K 0.59% 43
2024
Q3 		$1.62M Sell
15,371
-35
-0.2% -$3.84K 0.58% 44
2024
Q2 		$1.76M Sell
15,406
-130
-0.8% -$15.8K 0.67% 35
2024
Q1 		$1.98M Sell
15,536
-135
-0.9% -$15.4K 0.77% 27
2023
Q4 		$1.82M Sell
15,671
-105
-0.7% -$12.3K 0.75% 27
2023
Q3 		$1.89M Sell
15,776
-60
-0.4% -$6.97K 0.87% 26
2023
Q2 		$1.64M Sell
15,836
-2,065
-12% -$212K 0.71% 30
2023
Q1 		$1.78M Sell
17,901
-740
-4% -$81K 0.77% 27
2022
Q4 		$2.2M Sell
18,641
-238
-1% -$28.9K 0.93% 22
2022
Q3 		$1.93M Sell
18,879
-150
-0.8% -$15K 0.88% 22
2022
Q2 		$1.71M Sell
19,029
-711
-4% -$73.3K 0.74% 29
2022
Q1 		$1.97M Sell
19,740
-1,370
-6% -$126K 0.92% 22
2021
Q4 		$1.52M Sell
21,110
-285
-1% -$20.8K 0.74% 27
2021
Q3 		$1.45M Sell
21,395
-115
-0.5% -$6.64K 0.76% 27
2021
Q2 		$1.31M Sell
21,510
-70
-0.3% -$3.9K 0.71% 30
2021
Q1 		$1.14M Sell
21,580
-350
-2% -$17.3K 0.68% 35
2020
Q4 		$877K Buy
21,930
+6,835
+45% +$252K 0.58% 46
2020
Q3 		$496K Buy
+15,095
New +$572K 0.39% 66

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

Jeppson Wealth Management's COP Position: Q1 2026 in Review

Jeppson Wealth Management reduced its ConocoPhillips (COP) stake by 0.37% in Q1 2026, selling an estimated $6.42K and leaving 15,704 shares worth $2.07M. The position accounts for 0.65% of the portfolio, ranked #41.

Jeppson Wealth Management first reported a position in COP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.2M in Q4 2022. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Jeppson Wealth Management held 15,704 shares of ConocoPhillips worth $2.07M as of Q1 2026.
  • Jeppson Wealth Management sold 58 ConocoPhillips shares in Q1 2026, an estimated $6.42K.
  • ConocoPhillips made up 0.65% of Jeppson Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Jeppson Wealth Management first reported a position in ConocoPhillips in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's ConocoPhillips position peaked at $2.2M in Q4 2022.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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