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Mindset Wealth Management’s ConocoPhillips COP Stock Holding History

Mindset Wealth Management’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 		$239K Buy
2,300
+700
+44% +$83K 0.05% 160
2026
Q1 		$211K Buy
+1,600
New +$177K 0.06% 164

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

Mindset Wealth Management's COP Position: Q2 2026 in Review

Mindset Wealth Management increased its ConocoPhillips (COP) stake by 44% in Q2 2026, buying an estimated $83K and bringing the position to 2,300 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #160.

Mindset Wealth Management first reported a position in COP in Q1 2026 and has held it in 2 quarters since. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Mindset Wealth Management held 2,300 shares of ConocoPhillips worth $239K as of Q2 2026.
  • Mindset Wealth Management bought 700 ConocoPhillips shares in Q2 2026, an estimated $83K.
  • ConocoPhillips made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Mindset Wealth Management first reported a position in ConocoPhillips in Q1 2026 and has held it in 2 quarters since.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.