JWM
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JGP Wealth Management’s ConocoPhillips COP Stock Holding History

JGP 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
Q2 		– Sell
-1,688
Closed -$223K – 234
2026
Q1 		$223K Buy
+1,688
New +$187K 0.02% 209

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

JGP Wealth Management's COP Position: Q2 2026 in Review

JGP Wealth Management sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,688 shares — an estimated $223K sold.

JGP Wealth Management first reported a position in COP in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 855 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • JGP Wealth Management reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • JGP Wealth Management sold 1,688 ConocoPhillips shares in Q2 2026, an estimated $223K.
  • JGP Wealth Management first reported a position in ConocoPhillips in Q1 2026 and held it in 1 quarter.
  • JGP Wealth Management's ConocoPhillips position peaked at $223K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.