JFS Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $143K | Buy |
1,375
+11
| +0.8% | +$1.3K | 0.01% | 381 |
|
|
2026
Q1 | $180K | Sell |
1,364
-91
| -6% | -$10.1K | 0.01% | 340 |
|
|
2025
Q4 | $136K | Sell |
1,455
-602
| -29% | -$54.4K | 0.01% | 365 |
|
|
2025
Q3 | $195K | Buy |
2,057
+760
| +59% | +$71.9K | 0.01% | 333 |
|
|
2025
Q2 | $116K | Sell |
1,297
-348
| -21% | -$31.3K | 0.01% | 351 |
|
|
2025
Q1 | $173K | Buy |
1,645
+284
| +21% | +$28.3K | 0.01% | 317 |
|
|
2024
Q4 | $135K | Buy |
1,361
+702
| +107% | +$74.5K | 0.01% | 329 |
|
|
2024
Q3 | $69.4K | Sell |
659
-174
| -21% | -$19.1K | ﹤0.01% | 416 |
|
|
2024
Q2 | $95.3K | Sell |
833
-275
| -25% | -$33.4K | 0.01% | 317 |
|
|
2024
Q1 | $141K | Buy |
1,108
+143
| +15% | +$16.3K | 0.01% | 277 |
|
|
2023
Q4 | $112K | Buy |
965
+70
| +8% | +$8.19K | 0.01% | 286 |
|
|
2023
Q3 | $107K | Buy |
895
+2
| +0.2% | +$232 | 0.01% | 271 |
|
|
2023
Q2 | $92.5K | Buy |
893
+1
| +0.1% | +$103 | 0.01% | 286 |
|
|
2023
Q1 | $88.4K | Sell |
892
-35
| -4% | -$3.83K | 0.01% | 294 |
|
|
2022
Q4 | $109K | Buy |
927
+291
| +46% | +$35.4K | 0.01% | 267 |
|
|
2022
Q3 | $65K | Sell |
636
-71
| -10% | -$7.08K | 0.01% | 337 |
|
|
2022
Q2 | $63K | Buy |
707
+27
| +4% | +$2.78K | 0.01% | 357 |
|
|
2022
Q1 | $68K | Buy |
680
+49
| +8% | +$4.51K | 0.01% | 360 |
|
|
2021
Q4 | $46K | Sell |
631
-213
| -25% | -$15.5K | ﹤0.01% | 434 |
|
|
2021
Q3 | $57K | Buy |
+844
| New | +$48.7K | 0.01% | 398 |
|
|
2021
Q1 | – | Sell |
-85
| Closed | -$3K | – | 593 |
|
|
2020
Q4 | $3K | Buy |
+85
| New | +$3.13K | ﹤0.01% | 507 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$3K | – | 527 |
|
|
2018
Q2 | $3K | Sell |
50
-9
| -15% | -$600 | ﹤0.01% | 422 |
|
|
2018
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 448 |
|
|
2017
Q4 | $3K | Sell |
59
-191
| -76% | -$9.82K | ﹤0.01% | 460 |
|
|
2017
Q3 | $13K | Buy |
250
+150
| +150% | +$6.74K | ﹤0.01% | 353 |
|
|
2017
Q2 | $4K | Buy |
+100
| New | +$4.66K | ﹤0.01% | 380 |
|
|
2016
Q4 | – | Sell |
-2,034
| Closed | -$88K | – | 448 |
|
|
2016
Q3 | $88K | Buy |
2,034
+2,000
| +5,882% | +$83.1K | 0.03% | 188 |
|
|
2016
Q2 | $1K | Sell |
34
-45
| -57% | -$1.99K | ﹤0.01% | 476 |
|
|
2016
Q1 | $3K | Sell |
79
-31
| -28% | -$1.18K | ﹤0.01% | 479 |
|
|
2015
Q4 | $6K | Buy |
110
+76
| +224% | +$3.97K | ﹤0.01% | 439 |
|
|
2015
Q3 | $2K | Buy |
+34
| New | +$1.73K | ﹤0.01% | 436 |
|
Other funds holding COP
HCM
BTCPP
ANRF
JFS Wealth Advisors's COP Position: Q2 2026 in Review
JFS Wealth Advisors increased its ConocoPhillips (COP) stake by 0.81% in Q2 2026, buying an estimated $1.3K and bringing the position to 1,375 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #381.
JFS Wealth Advisors first reported a position in COP in Q3 2015 and has held it in 31 quarters since. The position peaked at $195K in Q3 2025. 938 funds tracked by Wall St. Rank hold COP as of Q2 2026.
- JFS Wealth Advisors held 1,375 shares of ConocoPhillips worth $143K as of Q2 2026.
- JFS Wealth Advisors bought 11 ConocoPhillips shares in Q2 2026, an estimated $1.3K.
- ConocoPhillips made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #381 holding.
- JFS Wealth Advisors first reported a position in ConocoPhillips in Q3 2015 and has held it in 31 quarters since.
- JFS Wealth Advisors's ConocoPhillips position peaked at $195K in Q3 2025.
- 938 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.