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Meridian Wealth Advisors’s ConocoPhillips COP Stock Holding History

Meridian 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
Q1 		$340K Sell
2,578
-55
-2% -$6.09K 0.05% 156
2025
Q4 		$246K Sell
2,633
-438
-14% -$39.6K 0.03% 168
2025
Q3 		$290K Buy
3,071
+65
+2% +$6.14K 0.04% 153
2025
Q2 		$270K Buy
3,006
+211
+8% +$19K 0.04% 156
2025
Q1 		$293K Sell
2,795
-234
-8% -$23.3K 0.05% 146
2024
Q4 		$300K Sell
3,029
-14
-0.5% -$1.49K 0.05% 145
2024
Q3 		$320K Buy
3,043
+294
+11% +$32.3K 0.05% 142
2024
Q2 		$314K Buy
2,749
+38
+1% +$4.62K 0.06% 143
2024
Q1 		$345K Hold
2,711
– – 0.06% 140
2023
Q4 		$315K Sell
2,711
-77
-3% -$9.01K 0.07% 142
2023
Q3 		$334K Buy
2,788
+77
+3% +$8.94K 0.08% 130
2023
Q2 		$281K Hold
2,711
– – 0.07% 150
2023
Q1 		$269K Sell
2,711
-2,811
-51% -$308K 0.07% 158
2022
Q4 		$652K Buy
5,522
+40
+0.7% +$4.86K 0.17% 99
2022
Q3 		$561K Buy
5,482
+31
+0.6% +$3.09K 0.16% 103
2022
Q2 		$490K Buy
5,451
+3
+0.1% +$309 0.13% 119
2022
Q1 		$545K Buy
5,448
+18
+0.3% +$1.66K 0.13% 125
2021
Q4 		$392K Buy
5,430
+15
+0.3% +$1.09K 0.1% 139
2021
Q3 		$367K Sell
5,415
-22
-0.4% -$1.27K 0.1% 141
2021
Q2 		$331K Buy
5,437
+255
+5% +$14.2K 0.09% 149
2021
Q1 		$274K Buy
+5,182
New +$255K 0.09% 144
2019
Q1 		– Sell
-1,865
Closed -$116K – 181
2018
Q4 		$116K Buy
+1,865
New +$127K 0.09% 156

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

Meridian Wealth Advisors's COP Position: Q1 2026 in Review

Meridian Wealth Advisors reduced its ConocoPhillips (COP) stake by 2.1% in Q1 2026, selling an estimated $6.09K and leaving 2,578 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #156.

Meridian Wealth Advisors first reported a position in COP in Q4 2018 and has held it in 22 quarters since. The position peaked at $652K in Q4 2022. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Meridian Wealth Advisors held 2,578 shares of ConocoPhillips worth $340K as of Q1 2026.
  • Meridian Wealth Advisors sold 55 ConocoPhillips shares in Q1 2026, an estimated $6.09K.
  • ConocoPhillips made up 0.05% of Meridian Wealth Advisors's portfolio in Q1 2026, its #156 holding.
  • Meridian Wealth Advisors first reported a position in ConocoPhillips in Q4 2018 and has held it in 22 quarters since.
  • Meridian Wealth Advisors's ConocoPhillips position peaked at $652K in Q4 2022.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.