Octavia Wealth Advisors’s ConocoPhillips COP Stock Holding History

Octavia Wealth Advisors’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	$393K	Buy	+3,776	New	+$448K	0.03%	148

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Octavia Wealth Advisors's COP Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in ConocoPhillips (COP) in Q2 2026: 3,776 shares worth $393K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

2,456 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Octavia Wealth Advisors held 3,776 shares of ConocoPhillips worth $393K as of Q2 2026.
ConocoPhillips was a new Octavia Wealth Advisors position in Q2 2026.
ConocoPhillips made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #148 holding.
2,456 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.