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Massachusetts Wealth Management’s ConocoPhillips COP Stock Holding History

Massachusetts 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
Q1 		$5.72M Buy
43,305
+14,327
+49% +$1.59M 2.48% 8
2025
Q4 		$2.71M Sell
28,978
-83
-0.3% -$7.51K 1.26% 25
2025
Q3 		$2.75M Sell
29,061
-25
-0.1% -$2.36K 1.36% 23
2025
Q2 		$2.61M Sell
29,086
-2
-0% -$180 1.47% 22
2025
Q1 		$3.05M Sell
29,088
-420
-1% -$41.9K 2.09% 11
2024
Q4 		$2.93M Sell
29,508
-400
-1% -$42.5K 1.81% 13
2024
Q3 		$3.15M Sell
29,908
-1,475
-5% -$162K 1.99% 7
2024
Q2 		$3.59M Sell
31,383
-225
-0.7% -$27.3K 2.41% 7
2024
Q1 		$4.02M Buy
31,608
+100
+0.3% +$11.4K 2.83% 5
2023
Q4 		$3.66M Sell
31,508
-92
-0.3% -$10.8K 2.95% 4
2023
Q3 		$3.79M Sell
31,600
-900
-3% -$104K 3.48% 3
2023
Q2 		$3.37M Sell
32,500
-350
-1% -$36K 3.22% 4
2023
Q1 		$3.26M Sell
32,850
-2,625
-7% -$287K 3.36% 5
2022
Q4 		$4.32M Buy
+35,475
New +$4.31M 4.18% 2

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Wealth Management's COP Position: Q1 2026 in Review

Massachusetts Wealth Management increased its ConocoPhillips (COP) stake by 49% in Q1 2026, buying an estimated $1.59M and bringing the position to 43,305 shares worth $5.72M. The position accounts for 2.48% of the portfolio, ranked #8.

Massachusetts Wealth Management first reported a position in COP in Q4 2022 and has held it in 14 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Massachusetts Wealth Management held 43,305 shares of ConocoPhillips worth $5.72M as of Q1 2026.
  • Massachusetts Wealth Management bought 14,327 ConocoPhillips shares in Q1 2026, an estimated $1.59M.
  • ConocoPhillips made up 2.48% of Massachusetts Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Massachusetts Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 14 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.