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LifeGoal Wealth Advisors’s ConocoPhillips COP Stock Holding History

LifeGoal 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 		$235K Sell
2,257
-236
-9% -$28K 0.11% 129
2026
Q1 		$320K Sell
2,493
-292
-10% -$32.3K 0.18% 74
2025
Q4 		$259K Buy
+2,785
New +$252K 0.17% 65

Other funds holding COP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

LifeGoal Wealth Advisors reduced its ConocoPhillips (COP) stake by 9.5% in Q2 2026, selling an estimated $28K and leaving 2,257 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #129.

LifeGoal Wealth Advisors first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,257 shares of ConocoPhillips worth $235K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 236 ConocoPhillips shares in Q2 2026, an estimated $28K.
  • ConocoPhillips made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • LifeGoal Wealth Advisors first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's ConocoPhillips position peaked at $320K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.