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MorganRosel Wealth Management’s ConocoPhillips COP Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-400
Closed -$35.9K – 161
2025
Q2 		$35.9K Hold
400
– – 0.01% 200
2025
Q1 		$42K Buy
+400
New +$39.9K 0.01% 176
2023
Q2 		– Sell
-8,759
Closed -$869K – 96
2023
Q1 		$869K Buy
+8,759
New +$958K 0.37% 51
2019
Q2 		– Sell
-11,119
Closed -$742K – 71
2019
Q1 		$742K Buy
11,119
+705
+7% +$47.4K 0.63% 45
2018
Q4 		$649K Buy
+10,414
New +$709K 0.67% 36

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MorganRosel Wealth Management's COP Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 400 shares — an estimated $35.9K sold.

MorganRosel Wealth Management first reported a position in COP in Q4 2018 and held it in 5 quarters. The position peaked at $869K in Q1 2023. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 400 ConocoPhillips shares in Q3 2025, an estimated $35.9K.
  • MorganRosel Wealth Management first reported a position in ConocoPhillips in Q4 2018 and held it in 5 quarters.
  • MorganRosel Wealth Management's ConocoPhillips position peaked at $869K in Q1 2023.
  • 2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.