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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
Q3 		$260K Sell
2,079
-178
-8% -$22.1K 0.08% 160
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

LifeGoal Wealth Advisors's COP Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its ConocoPhillips (COP) stake by 7.9% in Q3 2026, selling an estimated $22.1K and leaving 2,079 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #160.

LifeGoal Wealth Advisors first reported a position in COP in Q4 2025 and has held it in 4 quarters since. The position peaked at $320K in Q1 2026. 134 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • LifeGoal Wealth Advisors held 2,079 shares of ConocoPhillips worth $260K as of Q3 2026.
  • LifeGoal Wealth Advisors sold 178 ConocoPhillips shares in Q3 2026, an estimated $22.1K.
  • ConocoPhillips made up 0.08% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #160 holding.
  • LifeGoal Wealth Advisors first reported a position in ConocoPhillips in Q4 2025 and has held it in 4 quarters since.
  • LifeGoal Wealth Advisors's ConocoPhillips position peaked at $320K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.