Lodestone Wealth Management
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Lodestone Wealth Management’s ConocoPhillips COP Stock Holding History

Lodestone 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
Q3 		$1.82M Buy
14,559
+13
+0.1% +$1.61K 0.61% 47
2026
Q2 		$1.51M Buy
14,546
+570
+4% +$67.6K 0.53% 56
2026
Q1 		$1.84M Buy
13,976
+295
+2% +$32.7K 0.73% 41
2025
Q4 		$1.28M Buy
13,681
+267
+2% +$24.1K 0.52% 57
2025
Q3 		$1.27M Sell
13,414
-87
-0.6% -$8.22K 0.57% 55
2025
Q2 		$1.21M Sell
13,501
-241
-2% -$21.7K 0.59% 54
2025
Q1 		$1.44M Sell
13,742
-815
-6% -$81.3K 0.77% 47
2024
Q4 		$1.44M Sell
14,557
-2,165
-13% -$230K 0.72% 48
2024
Q3 		$1.76M Buy
16,722
+11
+0.1% +$1.21K 0.88% 42
2024
Q2 		$1.91M Sell
16,711
-21
-0.1% -$2.55K 1.01% 36
2024
Q1 		$2.13M Sell
16,732
-590
-3% -$67.3K 1.12% 33
2023
Q4 		$2.01M Sell
17,322
-2,714
-14% -$318K 1.16% 32
2023
Q3 		$2.4M Sell
20,036
-1,888
-9% -$219K 1.68% 15
2023
Q2 		$2.27M Buy
21,924
+4,381
+25% +$450K 1.56% 17
2023
Q1 		$1.74M Sell
17,543
-17
-0.1% -$1.86K 1.34% 25
2022
Q4 		$2.07M Buy
+17,560
New +$2.13M 1.67% 14

Other funds holding COP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lodestone Wealth Management's COP Position: Q3 2026 in Review

Lodestone Wealth Management increased its ConocoPhillips (COP) stake by 0.09% in Q3 2026, buying an estimated $1.61K and bringing the position to 14,559 shares worth $1.82M. The position accounts for 0.61% of the portfolio, ranked #47.

Lodestone Wealth Management first reported a position in COP in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.4M in Q3 2023. 1,108 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Lodestone Wealth Management held 14,559 shares of ConocoPhillips worth $1.82M as of Q3 2026.
  • Lodestone Wealth Management bought 13 ConocoPhillips shares in Q3 2026, an estimated $1.61K.
  • ConocoPhillips made up 0.61% of Lodestone Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Lodestone Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's ConocoPhillips position peaked at $2.4M in Q3 2023.
  • 1,108 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.