JWM
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Jessup Wealth Management’s ConocoPhillips COP Stock Holding History

Jessup 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 		– Sell
-208
Closed -$19.5K – 139
2025
Q4 		$19.5K Buy
+208
New +$18.8K 0.01% 217

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

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

Jessup Wealth Management sold out of ConocoPhillips (COP) in Q1 2026, closing a stake of 208 shares — an estimated $19.5K sold.

Jessup Wealth Management first reported a position in COP in Q4 2025 and held it in 1 quarter. The position peaked at $19.5K in Q4 2025. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Jessup Wealth Management reported no remaining ConocoPhillips position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 208 ConocoPhillips shares in Q1 2026, an estimated $19.5K.
  • Jessup Wealth Management first reported a position in ConocoPhillips in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's ConocoPhillips position peaked at $19.5K in Q4 2025.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.