Maia Wealth’s ConocoPhillips COP Stock Holding History

Maia Wealth’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	$1.57M	Buy	15,133 +1,739	+13%	+$206K	0.23%	120
2026 Q1	$1.77M	Buy	13,394 +1,587	+13%	+$176K	0.3%	102
2025 Q4	$1.31M	Buy	11,807 +1,365	+13%	+$123K	0.22%	120
2025 Q3	$921K	Buy	10,442 +2,667	+34%	+$252K	0.16%	150
2025 Q2	$698K	Buy	7,775 +2,721	+54%	+$245K	0.13%	161
2025 Q1	$437K	Buy	5,054 +226	+5%	+$22.5K	0.1%	180
2024 Q4	$496K	Buy	4,828 +1,003	+26%	+$106K	0.11%	165
2024 Q3	$399K	Buy	3,825 +1,189	+45%	+$131K	0.1%	165
2024 Q2	$302K	Buy	+2,636	New	+$320K	0.09%	161
2023 Q4	$237K	Buy	+2,041	New	+$239K	0.1%	167

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Maia Wealth's COP Position: Q2 2026 in Review

Maia Wealth increased its ConocoPhillips (COP) stake by 13% in Q2 2026, buying an estimated $206K and bringing the position to 15,133 shares worth $1.57M. The position accounts for 0.23% of the portfolio, ranked #120.

Maia Wealth first reported a position in COP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q1 2026. 2,467 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Maia Wealth held 15,133 shares of ConocoPhillips worth $1.57M as of Q2 2026.
Maia Wealth bought 1,739 ConocoPhillips shares in Q2 2026, an estimated $206K.
ConocoPhillips made up 0.23% of Maia Wealth's portfolio in Q2 2026, its #120 holding.
Maia Wealth first reported a position in ConocoPhillips in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's ConocoPhillips position peaked at $1.77M in Q1 2026.
2,467 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.