LongView Wealth Management’s ConocoPhillips COP Stock Holding History

LongView 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	Sell	2,149 -46	-2%	-$5.45K	0.06%	214
2026 Q1	$261K	Sell	2,195 -491	-18%	-$54.4K	0.07%	212
2025 Q4	$257K	Buy	2,686 +1	+0%	+$90	0.06%	222
2025 Q3	$254K	Sell	2,685 -13	-0.5%	-$1.23K	0.07%	201
2025 Q2	$242K	Sell	2,698 -200	-7%	-$18K	0.07%	192
2025 Q1	$304K	Sell	2,898 -116	-4%	-$11.6K	0.09%	164
2024 Q4	$299K	Sell	3,014 -189	-6%	-$20.1K	0.09%	161
2024 Q3	$337K	Sell	3,203 -26	-0.8%	-$2.86K	0.11%	148
2024 Q2	$369K	Sell	3,229 -95	-3%	-$11.5K	0.14%	131
2024 Q1	$423K	Sell	3,324 -120	-3%	-$13.7K	0.17%	117
2023 Q4	$388K	Buy	+3,444	New	+$403K	0.17%	116

Other funds holding COP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

LongView Wealth Management reduced its ConocoPhillips (COP) stake by 2.1% in Q2 2026, selling an estimated $5.45K and leaving 2,149 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #214.

LongView Wealth Management first reported a position in COP in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q1 2024. 421 funds tracked by Wall St. Rank hold COP as of Q2 2026.

LongView Wealth Management held 2,149 shares of ConocoPhillips worth $223K as of Q2 2026.
LongView Wealth Management sold 46 ConocoPhillips shares in Q2 2026, an estimated $5.45K.
ConocoPhillips made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #214 holding.
LongView Wealth Management first reported a position in ConocoPhillips in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's ConocoPhillips position peaked at $423K in Q1 2024.
421 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.