National Wealth Management Group’s ConocoPhillips COP Stock Holding History

National Wealth Management Group’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	$542K	Sell	5,215 -254	-5%	-$30.1K	0.17%	112
2026 Q1	$722K	Sell	5,469 -887	-14%	-$98.2K	0.27%	86
2025 Q4	$595K	Buy	6,356 +1,539	+32%	+$139K	0.21%	109
2025 Q3	$456K	Buy	+4,817	New	+$455K	0.17%	133
2023 Q4	–	Sell	-5,488	Closed	-$657K	–	139
2023 Q3	$657K	Sell	5,488 -39	-0.7%	-$4.53K	0.72%	40
2023 Q2	$639K	Buy	+5,527	New	+$568K	0.66%	44

Other funds holding COP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

National Wealth Management Group's COP Position: Q2 2026 in Review

National Wealth Management Group reduced its ConocoPhillips (COP) stake by 4.6% in Q2 2026, selling an estimated $30.1K and leaving 5,215 shares worth $542K. The position accounts for 0.17% of the portfolio, ranked #112.

National Wealth Management Group first reported a position in COP in Q2 2023 and has held it in 6 quarters since. The position peaked at $722K in Q1 2026. 638 funds tracked by Wall St. Rank hold COP as of Q2 2026.

National Wealth Management Group held 5,215 shares of ConocoPhillips worth $542K as of Q2 2026.
National Wealth Management Group sold 254 ConocoPhillips shares in Q2 2026, an estimated $30.1K.
ConocoPhillips made up 0.17% of National Wealth Management Group's portfolio in Q2 2026, its #112 holding.
National Wealth Management Group first reported a position in ConocoPhillips in Q2 2023 and has held it in 6 quarters since.
National Wealth Management Group's ConocoPhillips position peaked at $722K in Q1 2026.
638 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.