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

Marion 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 		$2.22M Buy
17,713
+339
+2% +$42K 0.44% 54
2026
Q2 		$1.81M Sell
17,374
-63
-0.4% -$7.47K 0.37% 64
2026
Q1 		$2.3M Buy
17,437
+79
+0.5% +$8.75K 0.51% 51
2025
Q4 		$1.71M Buy
17,358
+651
+4% +$58.9K 0.38% 62
2025
Q3 		$1.58M Buy
16,707
+266
+2% +$25.1K 0.37% 60
2025
Q2 		$1.48M Buy
16,441
+596
+4% +$53.6K 0.37% 60
2025
Q1 		$1.66M Buy
15,845
+2,280
+17% +$227K 0.44% 53
2024
Q4 		$1.35M Buy
13,565
+565
+4% +$60K 0.36% 63
2024
Q3 		$1.37M Buy
13,000
+1,044
+9% +$115K 0.37% 66
2024
Q2 		$1.37M Buy
11,956
+442
+4% +$53.7K 0.4% 56
2024
Q1 		$1.47M Buy
11,514
+53
+0.5% +$6.04K 0.44% 53
2023
Q4 		$1.33M Buy
11,461
+304
+3% +$35.6K 0.43% 56
2023
Q3 		$1.34M Buy
11,157
+136
+1% +$15.8K 0.47% 48
2023
Q2 		$1.14M Buy
11,021
+473
+4% +$48.6K 0.41% 53
2023
Q1 		$1.05M Buy
10,548
+893
+9% +$97.7K 0.39% 52
2022
Q4 		$1.14M Buy
9,655
+1,340
+16% +$163K 0.48% 48
2022
Q3 		$851K Buy
8,315
+260
+3% +$25.9K 0.44% 48
2022
Q2 		$723K Buy
+8,055
New +$830K 0.38% 58

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

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

Marion Wealth Management increased its ConocoPhillips (COP) stake by 2% in Q3 2026, buying an estimated $42K and bringing the position to 17,713 shares worth $2.22M. The position accounts for 0.44% of the portfolio, ranked #54.

Marion Wealth Management first reported a position in COP in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.3M in Q1 2026. 1,029 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Marion Wealth Management held 17,713 shares of ConocoPhillips worth $2.22M as of Q3 2026.
  • Marion Wealth Management bought 339 ConocoPhillips shares in Q3 2026, an estimated $42K.
  • ConocoPhillips made up 0.44% of Marion Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Marion Wealth Management first reported a position in ConocoPhillips in Q2 2022 and has held it in 18 quarters since.
  • Marion Wealth Management's ConocoPhillips position peaked at $2.3M in Q1 2026.
  • 1,029 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.