Obermeyer Wealth Partners’s ConocoPhillips COP Stock Holding History

Obermeyer Wealth Partners’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 Q1	$324K	Buy	+2,456	New	+$272K	0.01%	233
2025 Q4	–	Sell	-2,219	Closed	-$210K	–	294
2025 Q3	$210K	Sell	2,219 -1,110	-33%	-$105K	0.01%	280
2025 Q2	$299K	Buy	3,329 +77	+2%	+$6.93K	0.01%	219
2025 Q1	$342K	Buy	3,252 +3	+0.1%	+$299	0.02%	187
2024 Q4	$322K	Buy	+3,249	New	+$345K	0.02%	196
2020 Q1	–	Sell	-3,996	Closed	-$260K	–	125
2019 Q4	$260K	Sell	3,996 -215	-5%	-$12.6K	0.02%	109
2019 Q3	$240K	Sell	4,211 -200	-5%	-$11.4K	0.02%	112
2019 Q2	$269K	Sell	4,411 -215	-5%	-$13.4K	0.02%	104
2019 Q1	$309K	Hold	4,626	–	–	0.03%	93
2018 Q4	$288K	Buy	4,626 +1,505	+48%	+$102K	0.03%	95
2018 Q3	$242K	Sell	3,121 -200	-6%	-$14.4K	0.02%	110
2018 Q2	$231K	Sell	3,321 -327	-9%	-$21.8K	0.02%	106
2018 Q1	$216K	Hold	3,648	–	–	0.02%	109
2017 Q4	$200K	Buy	+3,648	New	+$188K	0.02%	118
2015 Q3	–	Sell	-3,337	Closed	-$205K	–	120
2015 Q2	$205K	Hold	3,337	–	–	0.02%	124
2015 Q1	$208K	Hold	3,337	–	–	0.02%	129
2014 Q4	$230K	Buy	3,337 +371	+13%	+$25.9K	0.02%	127
2014 Q3	$227K	Hold	2,966	–	–	0.06%	58
2014 Q2	$254K	Hold	2,966	–	–	0.06%	48
2014 Q1	$209K	Sell	2,966 -435	-13%	-$29.1K	0.05%	54
2013 Q4	$240K	Hold	3,401	–	–	0.06%	54
2013 Q3	$236K	Sell	3,401 -1,082	-24%	-$72.2K	0.07%	51
2013 Q2	$271K	Buy	+4,483	New	+$273K	0.08%	49

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Obermeyer Wealth Partners's COP Position: Q1 2026 in Review

Obermeyer Wealth Partners opened a new position in ConocoPhillips (COP) in Q1 2026: 2,456 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in COP as recently as Q3 2025.

Obermeyer Wealth Partners first reported a position in COP in Q2 2013 and has held it in 23 quarters since. The position peaked at $342K in Q1 2025. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Obermeyer Wealth Partners held 2,456 shares of ConocoPhillips worth $324K as of Q1 2026.
ConocoPhillips was a new Obermeyer Wealth Partners position in Q1 2026.
ConocoPhillips made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #233 holding.
Obermeyer Wealth Partners first reported a position in ConocoPhillips in Q2 2013 and has held it in 23 quarters since.
Obermeyer Wealth Partners's ConocoPhillips position peaked at $342K in Q1 2025.
2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.