Moss Adams Wealth Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$330K Sell
3,173
-133
-4% -$15.8K 0.02% 209
2026
Q1
$436K Buy
3,306
+536
+19% +$59.4K 0.03% 152
2025
Q4
$259K Buy
2,770
+146
+6% +$13.2K 0.02% 218
2025
Q3
$248K Sell
2,624
-163
-6% -$15.4K 0.02% 212
2025
Q2
$250K Buy
2,787
+424
+18% +$38.1K 0.02% 216
2025
Q1
$248K Buy
2,363
+24
+1% +$2.39K 0.03% 177
2024
Q4
$232K Sell
2,339
-174
-7% -$18.5K 0.02% 177
2024
Q3
$265K Buy
+2,513
New +$276K 0.03% 161

Other funds holding COP

Moss Adams Wealth Advisors's COP Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its ConocoPhillips (COP) stake by 4% in Q2 2026, selling an estimated $15.8K and leaving 3,173 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #209.

Moss Adams Wealth Advisors first reported a position in COP in Q3 2024 and has held it in 8 quarters since. The position peaked at $436K in Q1 2026. 991 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Moss Adams Wealth Advisors held 3,173 shares of ConocoPhillips worth $330K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 133 ConocoPhillips shares in Q2 2026, an estimated $15.8K.
  • ConocoPhillips made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Moss Adams Wealth Advisors first reported a position in ConocoPhillips in Q3 2024 and has held it in 8 quarters since.
  • Moss Adams Wealth Advisors's ConocoPhillips position peaked at $436K in Q1 2026.
  • 991 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.