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Liberty Wealth Management’s ConocoPhillips COP Stock Holding History

Liberty 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 		$223K Hold
1,689
– – 0.03% 248
2026
Q1 		$223K Buy
+1,689
New +$187K 0.03% 248
2024
Q2 		– Sell
-1,682
Closed -$214K – 236
2024
Q1 		$214K Buy
+1,682
New +$192K 0.04% 177
2023
Q4 		– Sell
-1,687
Closed -$202K – 173
2023
Q3 		$202K Buy
+1,687
New +$196K 0.05% 167
2022
Q2 		– Sell
-2,061
Closed -$206K – 154
2022
Q1 		$206K Buy
+2,061
New +$190K 0.07% 148
2021
Q4 		– Sell
-2,308
Closed -$157K – 343
2021
Q3 		$157K Buy
2,308
+140
+6% +$8.08K 0.06% 202
2021
Q2 		$132K Sell
2,168
-4
-0.2% -$223 0.05% 180
2021
Q1 		$88K Hold
2,172
– – 0.04% 196
2020
Q4 		$88K Sell
2,172
-739
-25% -$27.2K 0.04% 193
2020
Q3 		$96K Buy
2,911
+28
+1% +$1.06K 0.06% 165
2020
Q2 		$121K Buy
2,883
+115
+4% +$4.65K 0.09% 128
2020
Q1 		$85K Sell
2,768
-131
-5% -$6.67K 0.07% 157
2019
Q4 		$188K Buy
2,899
+370
+15% +$21.8K 0.15% 109
2019
Q3 		$144K Sell
2,529
-511
-17% -$29.1K 0.14% 115
2019
Q2 		$185K Sell
3,040
-717
-19% -$44.6K 0.16% 109
2019
Q1 		$250K Buy
3,757
+2,017
+116% +$136K 0.19% 76
2018
Q4 		$108K Buy
+1,740
New +$118K 0.08% 124

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

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

Liberty Wealth Management held its ConocoPhillips (COP) position steady in Q2 2026 at 1,689 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #248.

Liberty Wealth Management first reported a position in COP in Q4 2018 and has held it in 17 quarters since. The position peaked at $250K in Q1 2019. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Liberty Wealth Management held 1,689 shares of ConocoPhillips worth $223K as of Q2 2026.
  • Liberty Wealth Management left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Liberty Wealth Management first reported a position in ConocoPhillips in Q4 2018 and has held it in 17 quarters since.
  • Liberty Wealth Management's ConocoPhillips position peaked at $250K in Q1 2019.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.