Legacy Edge Advisors’s ConocoPhillips COP Stock Holding History

Legacy Edge 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	$220K	Buy	2,121 +170	+9%	+$20.1K	0.02%	228
2026 Q1	$258K	Buy	+1,951	New	+$216K	0.03%	197
2025 Q2	–	Sell	-1,993	Closed	-$209K	–	200
2025 Q1	$209K	Buy	+1,993	New	+$199K	0.03%	177
2024 Q3	–	Sell	-2,027	Closed	-$232K	–	186
2024 Q2	$232K	Buy	2,027 +170	+9%	+$20.6K	0.04%	156
2024 Q1	$236K	Hold	1,857	–	–	0.05%	150
2023 Q4	$216K	Buy	+1,857	New	+$217K	0.05%	154

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Legacy Edge Advisors's COP Position: Q2 2026 in Review

Legacy Edge Advisors increased its ConocoPhillips (COP) stake by 8.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,121 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #228.

Legacy Edge Advisors first reported a position in COP in Q4 2023 and has held it in 6 quarters since. The position peaked at $258K in Q1 2026. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Legacy Edge Advisors held 2,121 shares of ConocoPhillips worth $220K as of Q2 2026.
Legacy Edge Advisors bought 170 ConocoPhillips shares in Q2 2026, an estimated $20.1K.
ConocoPhillips made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #228 holding.
Legacy Edge Advisors first reported a position in ConocoPhillips in Q4 2023 and has held it in 6 quarters since.
Legacy Edge Advisors's ConocoPhillips position peaked at $258K in Q1 2026.
2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.