NWS
COP icon

Nvest Wealth Strategies’s ConocoPhillips COP Stock Holding History

Nvest Wealth Strategies’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 		$6.34K Hold
61
– – ﹤0.01% 142
2026
Q1 		$8.05K Buy
61
+6
+11% +$664 0.01% 129
2025
Q4 		$5.15K Buy
+55
New +$4.97K ﹤0.01% 150

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's COP Position: Q2 2026 in Review

Nvest Wealth Strategies held its ConocoPhillips (COP) position steady in Q2 2026 at 61 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Nvest Wealth Strategies first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.05K in Q1 2026. 1,570 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Nvest Wealth Strategies held 61 shares of ConocoPhillips worth $6.34K as of Q2 2026.
  • Nvest Wealth Strategies left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #142 holding.
  • Nvest Wealth Strategies first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's ConocoPhillips position peaked at $8.05K in Q1 2026.
  • 1,570 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.