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Martel Wealth Advisors’s ConocoPhillips COP Stock Holding History

Martel Wealth Advisors’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 		– Sell
-2,500
Closed -$330K – 65
2026
Q1 		$330K Buy
+2,500
New +$277K 0.06% 60

Other funds holding COP

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HCM
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
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

Martel Wealth Advisors's COP Position: Q2 2026 in Review

Martel Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,500 shares — an estimated $330K sold.

Martel Wealth Advisors first reported a position in COP in Q1 2026 and held it in 1 quarter. The position peaked at $330K in Q1 2026. 421 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Martel Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,500 ConocoPhillips shares in Q2 2026, an estimated $330K.
  • Martel Wealth Advisors first reported a position in ConocoPhillips in Q1 2026 and held it in 1 quarter.
  • Martel Wealth Advisors's ConocoPhillips position peaked at $330K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.