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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
Q2 		– Sell
-2,456
Closed -$324K – 307
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Obermeyer Wealth Partners's COP Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,456 shares — an estimated $324K sold.

Obermeyer Wealth Partners first reported a position in COP in Q2 2013 and held it in 23 quarters. The position peaked at $342K in Q1 2025. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Obermeyer Wealth Partners reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,456 ConocoPhillips shares in Q2 2026, an estimated $324K.
  • Obermeyer Wealth Partners first reported a position in ConocoPhillips in Q2 2013 and held it in 23 quarters.
  • Obermeyer Wealth Partners's ConocoPhillips position peaked at $342K in Q1 2025.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.