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Kingsview Wealth Management’s ConocoPhillips COP Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-400
Closed -$1K – 926
2021
Q1 		$1K Buy
+400
New +$19.7K ﹤0.01% 844
2020
Q4 		– Sell
-600
Closed -$1K – 732
2020
Q3 		$1K Buy
+600
New +$22.7K ﹤0.01% 622

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

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

Kingsview Wealth Management increased its ConocoPhillips (COP) stake by 11% in Q1 2026, buying an estimated $404K and bringing the position to 36,177 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #304.

Kingsview Wealth Management first reported a position in COP in Q2 2017 and has held it in 35 quarters since. The position peaked at $5.92M in Q3 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Kingsview Wealth Management held 36,177 shares of ConocoPhillips worth $4.78M as of Q1 2026.
  • Kingsview Wealth Management bought 3,649 ConocoPhillips shares in Q1 2026, an estimated $404K.
  • ConocoPhillips made up 0.07% of Kingsview Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Kingsview Wealth Management first reported a position in ConocoPhillips in Q2 2017 and has held it in 35 quarters since.
  • Kingsview Wealth Management's ConocoPhillips position peaked at $5.92M in Q3 2025.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.