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 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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Lodestone Wealth Management increased its ConocoPhillips (COP) stake by 4.1% in Q2 2026, buying an estimated $67.6K and bringing the position to 14,546 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #56.

Lodestone Wealth Management first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.4M in Q3 2023. 867 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Lodestone Wealth Management held 14,546 shares of ConocoPhillips worth $1.51M as of Q2 2026.
Lodestone Wealth Management bought 570 ConocoPhillips shares in Q2 2026, an estimated $67.6K.
ConocoPhillips made up 0.53% of Lodestone Wealth Management's portfolio in Q2 2026, its #56 holding.
Lodestone Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's ConocoPhillips position peaked at $2.4M in Q3 2023.
867 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.