Mascoma Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$24.9K Buy
240
+5
+2% +$593 ﹤0.01% 241
2026
Q1
$31K Hold
235
0.01% 227
2025
Q4
$22K Sell
235
-97
-29% -$8.77K ﹤0.01% 250
2025
Q3
$31.4K Buy
332
+112
+51% +$10.6K 0.01% 231
2025
Q2
$19.7K Hold
220
﹤0.01% 263
2025
Q1
$23.1K Hold
220
0.01% 253
2024
Q4
$21.8K Buy
220
+70
+47% +$7.43K 0.01% 267
2024
Q3
$15.8K Sell
150
-148
-50% -$16.3K ﹤0.01% 284
2024
Q2
$34.1K Hold
298
0.01% 222
2024
Q1
$37.9K Sell
298
-35
-11% -$3.99K 0.01% 206
2023
Q4
$38.7K Hold
333
0.01% 208
2023
Q3
$39.9K Buy
333
+88
+36% +$10.2K 0.01% 209
2023
Q2
$28.3K Hold
245
0.01% 239
2023
Q1
$25.2K Sell
245
-53
-18% -$5.8K 0.01% 312
2022
Q4
$35.2K Sell
298
-896
-75% -$109K 0.01% 271
2022
Q3
$122K Sell
1,194
-73
-6% -$7.28K 0.04% 149
2022
Q2
$114K Buy
1,267
+34
+3% +$3.5K 0.04% 159
2022
Q1
$123K Buy
1,233
+482
+64% +$44.3K 0.04% 161
2021
Q4
$54K Buy
751
+406
+118% +$29.6K 0.02% 214
2021
Q3
$23K Buy
+345
New +$19.9K 0.01% 278
2021
Q2
Sell
-345
Closed -$18K 169
2021
Q1
$18K Buy
+345
New +$17K 0.01% 300
2019
Q3
Sell
-457
Closed -$28K 126
2019
Q2
$28K Hold
457
0.02% 203
2019
Q1
$31K Hold
457
0.02% 181
2018
Q4
$28K Hold
457
0.02% 178
2018
Q3
$35K Hold
457
0.02% 187
2018
Q2
$32K Hold
457
0.02% 182
2018
Q1
$27K Hold
457
0.02% 194
2017
Q4
$26K Sell
457
-83
-15% -$4.27K 0.02% 192
2017
Q3
$27K Sell
540
-51
-9% -$2.29K 0.02% 198
2017
Q2
$26K Buy
591
+42
+8% +$1.96K 0.02% 207
2017
Q1
$27K Hold
549
0.02% 189
2016
Q4
$28K Buy
+549
New +$25.3K 0.02% 183

Other funds holding COP

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

Mascoma Wealth Management increased its ConocoPhillips (COP) stake by 2.1% in Q2 2026, buying an estimated $593 and bringing the position to 240 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Mascoma Wealth Management first reported a position in COP in Q4 2016 and has held it in 32 quarters since. The position peaked at $123K in Q1 2022. 2,449 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Mascoma Wealth Management held 240 shares of ConocoPhillips worth $24.9K as of Q2 2026.
  • Mascoma Wealth Management bought 5 ConocoPhillips shares in Q2 2026, an estimated $593.
  • ConocoPhillips made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Mascoma Wealth Management first reported a position in ConocoPhillips in Q4 2016 and has held it in 32 quarters since.
  • Mascoma Wealth Management's ConocoPhillips position peaked at $123K in Q1 2022.
  • 2,449 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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