Moss Adams Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Other funds holding COP
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ECSS
BTCPP
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.