MBL Wealth’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
$205K Buy
1,970
+11
+0.6% +$1.3K 0.01% 372
2026
Q1
$259K Buy
+1,959
New +$217K 0.02% 280
2025
Q2
Sell
-2,072
Closed -$218K 244
2025
Q1
$218K Sell
2,072
-259
-11% -$25.8K 0.02% 220
2024
Q4
$231K Buy
+2,331
New +$247K 0.02% 201
2024
Q3
Sell
-2,116
Closed -$242K 213
2024
Q2
$242K Sell
2,116
-411
-16% -$49.9K 0.03% 179
2024
Q1
$322K Sell
2,527
-296
-10% -$33.8K 0.04% 150
2023
Q4
$328K Sell
2,823
-110
-4% -$12.9K 0.04% 135
2023
Q3
$351K Buy
+2,933
New +$341K 0.05% 130
2023
Q1
Sell
-1,987
Closed -$234K 166
2022
Q4
$234K Sell
1,987
-825
-29% -$100K 0.04% 146
2022
Q3
$288K Buy
+2,812
New +$280K 0.06% 124
2022
Q2
Sell
-2,356
Closed -$236K 153
2022
Q1
$236K Buy
+2,356
New +$217K 0.06% 148

Other funds holding COP

MBL Wealth's COP Position: Q2 2026 in Review

MBL Wealth increased its ConocoPhillips (COP) stake by 0.56% in Q2 2026, buying an estimated $1.3K and bringing the position to 1,970 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #372.

MBL Wealth first reported a position in COP in Q1 2022 and has held it in 11 quarters since. The position peaked at $351K in Q3 2023. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • MBL Wealth held 1,970 shares of ConocoPhillips worth $205K as of Q2 2026.
  • MBL Wealth bought 11 ConocoPhillips shares in Q2 2026, an estimated $1.3K.
  • ConocoPhillips made up 0.01% of MBL Wealth's portfolio in Q2 2026, its #372 holding.
  • MBL Wealth first reported a position in ConocoPhillips in Q1 2022 and has held it in 11 quarters since.
  • MBL Wealth's ConocoPhillips position peaked at $351K in Q3 2023.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.