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Medallion Wealth Advisors’s ConocoPhillips COP Stock Holding History

Medallion Wealth Advisors’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 		$25.8K Buy
247
+2
+0.8% +$237 0.01% 593
2026
Q1 		$32.4K Buy
245
+1
+0.4% +$111 0.01% 556
2025
Q4 		$22.8K Sell
244
-498
-67% -$45K 0.01% 616
2025
Q3 		$70.2K Buy
742
+1
+0.1% +$95 0.02% 414
2025
Q2 		$68.2K Sell
741
-10
-1% -$900 0.03% 409
2025
Q1 		$79.1K Buy
751
+64
+9% +$6.38K 0.04% 349
2024
Q4 		$68.1K Buy
+687
New +$72.9K 0.03% 360

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Medallion Wealth Advisors's COP Position: Q2 2026 in Review

Medallion Wealth Advisors increased its ConocoPhillips (COP) stake by 0.82% in Q2 2026, buying an estimated $237 and bringing the position to 247 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #593.

Medallion Wealth Advisors first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.1K in Q1 2025. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Medallion Wealth Advisors held 247 shares of ConocoPhillips worth $25.8K as of Q2 2026.
  • Medallion Wealth Advisors bought 2 ConocoPhillips shares in Q2 2026, an estimated $237.
  • ConocoPhillips made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #593 holding.
  • Medallion Wealth Advisors first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's ConocoPhillips position peaked at $79.1K in Q1 2025.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.