Measured Wealth Private Client Group’s ConocoPhillips COP Stock Holding History

Measured Wealth Private Client Group’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	$1.77K	Hold	17	–	–	﹤0.01%	649
2026 Q1	$2.24K	Hold	17	–	–	﹤0.01%	640
2025 Q4	$1.59K	Hold	17	–	–	﹤0.01%	660
2025 Q3	$1.61K	Buy	+17	New	+$1.61K	﹤0.01%	643
2018 Q4	–	Sell	-152	Closed	-$12K	–	222
2018 Q3	$12K	Buy	+152	New	+$11K	0.01%	590

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Measured Wealth Private Client Group's COP Position: Q2 2026 in Review

Measured Wealth Private Client Group held its ConocoPhillips (COP) position steady in Q2 2026 at 17 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Measured Wealth Private Client Group first reported a position in COP in Q3 2018 and has held it in 5 quarters since. The position peaked at $12K in Q3 2018. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Measured Wealth Private Client Group held 17 shares of ConocoPhillips worth $1.77K as of Q2 2026.
Measured Wealth Private Client Group left its ConocoPhillips share count unchanged in Q2 2026.
ConocoPhillips made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #649 holding.
Measured Wealth Private Client Group first reported a position in ConocoPhillips in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's ConocoPhillips position peaked at $12K in Q3 2018.
2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.