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Moran Wealth Management’s ConocoPhillips COP Stock Holding History

Moran 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
Q1 		– Sell
-3,234
Closed -$303K – 493
2025
Q4 		$303K Sell
3,234
-1,431
-31% -$129K 0.01% 440
2025
Q3 		$441K Sell
4,665
-1,206
-21% -$114K 0.01% 419
2025
Q2 		$527K Sell
5,871
-728
-11% -$65.5K 0.02% 407
2025
Q1 		$693K Sell
6,599
-341
-5% -$34K 0.02% 337
2024
Q4 		$688K Buy
6,940
+230
+3% +$24.4K 0.02% 338
2024
Q3 		$706K Sell
6,710
-93
-1% -$10.2K 0.02% 333
2024
Q2 		$778K Buy
6,803
+413
+6% +$50.2K 0.03% 303
2024
Q1 		$813K Sell
6,390
-78
-1% -$8.9K 0.03% 307
2023
Q4 		$751K Sell
6,468
-658
-9% -$77K 0.03% 314
2023
Q3 		$854K Sell
7,126
-3,744
-34% -$435K 0.03% 268
2023
Q2 		$1.13M Sell
10,870
-6,110
-36% -$628K 0.04% 246
2023
Q1 		$1.68M Sell
16,980
-1,696
-9% -$186K 0.06% 233
2022
Q4 		$2.2M Buy
+18,676
New +$2.27M 0.08% 205

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

Moran Wealth Management's COP Position: Q1 2026 in Review

Moran Wealth Management sold out of ConocoPhillips (COP) in Q1 2026, closing a stake of 3,234 shares — an estimated $303K sold.

Moran Wealth Management first reported a position in COP in Q4 2022 and held it in 13 quarters. The position peaked at $2.2M in Q4 2022. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Moran Wealth Management reported no remaining ConocoPhillips position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 3,234 ConocoPhillips shares in Q1 2026, an estimated $303K.
  • Moran Wealth Management first reported a position in ConocoPhillips in Q4 2022 and held it in 13 quarters.
  • Moran Wealth Management's ConocoPhillips position peaked at $2.2M in Q4 2022.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.