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MBM Wealth Consultants’s ConocoPhillips COP Stock Holding History

MBM Wealth Consultants’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
-808
Closed -$107K – 173
2026
Q1 		$107K Sell
808
-1,449
-64% -$160K 0.02% 119
2025
Q4 		$211K Sell
2,257
-3,517
-61% -$318K 0.05% 107
2025
Q3 		$546K Buy
5,774
+116
+2% +$11K 0.14% 65
2025
Q2 		$508K Buy
5,658
+469
+9% +$42.2K 0.14% 66
2025
Q1 		$545K Buy
5,189
+905
+21% +$90.3K 0.16% 62
2024
Q4 		$429K Buy
4,284
+473
+12% +$50.2K 0.13% 67
2024
Q3 		$401K Buy
3,811
+65
+2% +$7.14K 0.13% 69
2024
Q2 		$416K Buy
3,746
+28
+0.8% +$3.4K 0.14% 65
2024
Q1 		$473K Sell
3,718
-49
-1% -$5.59K 0.17% 61
2023
Q4 		$420K Buy
3,767
+844
+29% +$98.7K 0.16% 64
2023
Q3 		$365K Buy
2,923
+103
+4% +$12K 0.16% 66
2023
Q2 		$308K Buy
2,820
+1,454
+106% +$149K 0.13% 71
2023
Q1 		$203K Hold
1,366
– – 0.08% 99
2022
Q4 		$155K Buy
1,366
+197
+17% +$23.9K 0.07% 102
2022
Q3 		$129K Buy
1,169
+285
+32% +$28.4K 0.06% 94
2022
Q2 		$80K Buy
884
+24
+3% +$2.47K 0.04% 125
2022
Q1 		$86K Buy
860
+204
+31% +$18.8K 0.04% 139
2021
Q4 		$47K Buy
656
+62
+10% +$4.52K 0.02% 167
2021
Q3 		$40K Buy
594
+20
+3% +$1.15K 0.02% 158
2021
Q2 		$35K Hold
574
– – 0.02% 155
2021
Q1 		$30K Hold
574
– – 0.02% 164
2020
Q4 		$23K Sell
574
-116
-17% -$4.28K 0.01% 164
2020
Q3 		$23K Sell
690
-575
-45% -$21.8K 0.01% 158
2020
Q2 		$53K Sell
1,265
-9,044
-88% -$366K 0.04% 117
2020
Q1 		$317K Buy
10,309
+158
+2% +$8.04K 0.26% 66
2019
Q4 		$660K Buy
10,151
+1,414
+16% +$83.1K 0.49% 38
2019
Q3 		$498K Buy
8,737
+110
+1% +$6.26K 0.39% 55
2019
Q2 		$535K Buy
8,627
+295
+4% +$18.4K 0.44% 50
2019
Q1 		$556K Sell
8,332
-180
-2% -$12.1K 0.49% 49
2018
Q4 		$531K Buy
+8,512
New +$579K 0.52% 48

Other funds holding COP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBM Wealth Consultants's COP Position: Q2 2026 in Review

MBM Wealth Consultants sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 808 shares — an estimated $107K sold.

MBM Wealth Consultants first reported a position in COP in Q4 2018 and held it in 30 quarters. The position peaked at $660K in Q4 2019. 1,128 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • MBM Wealth Consultants reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 808 ConocoPhillips shares in Q2 2026, an estimated $107K.
  • MBM Wealth Consultants first reported a position in ConocoPhillips in Q4 2018 and held it in 30 quarters.
  • MBM Wealth Consultants's ConocoPhillips position peaked at $660K in Q4 2019.
  • 1,128 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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