Kingswood Wealth Advisors’s ConocoPhillips COP Stock Holding History

Kingswood Wealth Advisors’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	$1.81M	Sell	17,385 -2,829	-14%	-$335K	0.07%	281
2026 Q1	$2.67M	Buy	20,214 +4,546	+29%	+$503K	0.13%	182
2025 Q4	$1.47M	Buy	15,668 +11,282	+257%	+$1.02M	0.07%	276
2025 Q3	$415K	Buy	4,386 +607	+16%	+$57.4K	0.03%	529
2025 Q2	$339K	Sell	3,779 -635	-14%	-$57.1K	0.03%	532
2025 Q1	$464K	Sell	4,414 -2,546	-37%	-$254K	0.04%	417
2024 Q4	$690K	Sell	6,960 -10,824	-61%	-$1.15M	0.05%	355
2024 Q3	$1.87M	Buy	17,784 +1,962	+12%	+$215K	0.13%	178
2024 Q2	$1.81M	Buy	15,822 +245	+2%	+$29.8K	0.16%	124
2024 Q1	$1.98M	Sell	15,577 -1,224	-7%	-$140K	0.23%	98
2023 Q4	$1.95M	Sell	16,801 -2,812	-14%	-$329K	0.22%	105
2023 Q3	$2.35M	Buy	+19,613	New	+$2.28M	0.4%	64

Other funds holding COP

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kingswood Wealth Advisors's COP Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its ConocoPhillips (COP) stake by 14% in Q2 2026, selling an estimated $335K and leaving 17,385 shares worth $1.81M. The position accounts for 0.07% of the portfolio, ranked #281.

Kingswood Wealth Advisors first reported a position in COP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q1 2026. 874 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Kingswood Wealth Advisors held 17,385 shares of ConocoPhillips worth $1.81M as of Q2 2026.
Kingswood Wealth Advisors sold 2,829 ConocoPhillips shares in Q2 2026, an estimated $335K.
ConocoPhillips made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #281 holding.
Kingswood Wealth Advisors first reported a position in ConocoPhillips in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's ConocoPhillips position peaked at $2.67M in Q1 2026.
874 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.