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Keudell/Morrison Wealth Management’s ConocoPhillips COP Stock Holding History

Keudell/Morrison 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 		$222K Buy
2,136
+480
+29% +$56.9K 0.04% 242
2026
Q1 		$219K Buy
+1,656
New +$183K 0.04% 222

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Keudell/Morrison Wealth Management's COP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its ConocoPhillips (COP) stake by 29% in Q2 2026, buying an estimated $56.9K and bringing the position to 2,136 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #242.

Keudell/Morrison Wealth Management first reported a position in COP in Q1 2026 and has held it in 2 quarters since. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,136 shares of ConocoPhillips worth $222K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 480 ConocoPhillips shares in Q2 2026, an estimated $56.9K.
  • ConocoPhillips made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Keudell/Morrison Wealth Management first reported a position in ConocoPhillips in Q1 2026 and has held it in 2 quarters since.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.