N.E.W. Advisory Services’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
$145K Buy
1,396
+30
+2% +$3.56K 0.01% 253
2026
Q1
$180K Buy
1,366
+567
+71% +$62.8K 0.01% 223
2025
Q4
$74.8K Hold
799
0.01% 314
2025
Q3
$75.6K Hold
799
0.01% 274
2025
Q2
$71.7K Sell
799
-1,067
-57% -$96K 0.01% 271
2025
Q1
$196K Buy
+1,866
New +$186K 0.02% 205

Other funds holding COP

N.E.W. Advisory Services's COP Position: Q2 2026 in Review

N.E.W. Advisory Services increased its ConocoPhillips (COP) stake by 2.2% in Q2 2026, buying an estimated $3.56K and bringing the position to 1,396 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #253.

N.E.W. Advisory Services first reported a position in COP in Q1 2025 and has held it in 6 quarters since. The position peaked at $196K in Q1 2025. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • N.E.W. Advisory Services held 1,396 shares of ConocoPhillips worth $145K as of Q2 2026.
  • N.E.W. Advisory Services bought 30 ConocoPhillips shares in Q2 2026, an estimated $3.56K.
  • ConocoPhillips made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #253 holding.
  • N.E.W. Advisory Services first reported a position in ConocoPhillips in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's ConocoPhillips position peaked at $196K in Q1 2025.
  • 2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.