Morton Brown Family Wealth’s ConocoPhillips COP Stock Holding History

Morton Brown Family Wealth’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	$18.5K	Hold	178	–	–	﹤0.01%	166
2026 Q1	$23.5K	Hold	178	–	–	0.01%	151
2025 Q4	$16.7K	Hold	178	–	–	﹤0.01%	164
2025 Q3	$16.8K	Sell	178 -26	-13%	-$2.46K	﹤0.01%	147
2025 Q2	$18.3K	Hold	204	–	–	0.01%	149
2025 Q1	$21.4K	Buy	204 +126	+162%	+$12.6K	0.01%	142
2024 Q4	$7.74K	Hold	78	–	–	﹤0.01%	188
2024 Q3	$8.21K	Hold	78	–	–	﹤0.01%	176
2024 Q2	$9.1K	Hold	78	–	–	﹤0.01%	162
2024 Q1	$9.93K	Sell	78 -100	-56%	-$11.4K	﹤0.01%	152
2023 Q4	$20.7K	Buy	178 +100	+128%	+$11.7K	0.01%	138
2023 Q3	$9.34K	Hold	78	–	–	﹤0.01%	128
2023 Q2	$8.08K	Sell	78 -24	-24%	-$2.47K	﹤0.01%	128
2023 Q1	$10.1K	Buy	102 +24	+31%	+$2.63K	0.01%	130
2022 Q4	$9.2K	Hold	78	–	–	0.01%	116
2022 Q3	$8K	Hold	78	–	–	0.01%	120
2022 Q2	$7K	Buy	+78	New	+$8.04K	0.01%	119

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Morton Brown Family Wealth's COP Position: Q2 2026 in Review

Morton Brown Family Wealth held its ConocoPhillips (COP) position steady in Q2 2026 at 178 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Morton Brown Family Wealth first reported a position in COP in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.5K in Q1 2026. 865 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Morton Brown Family Wealth held 178 shares of ConocoPhillips worth $18.5K as of Q2 2026.
Morton Brown Family Wealth left its ConocoPhillips share count unchanged in Q2 2026.
ConocoPhillips made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #166 holding.
Morton Brown Family Wealth first reported a position in ConocoPhillips in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's ConocoPhillips position peaked at $23.5K in Q1 2026.
865 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.