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Opal Wealth Advisors’s ConocoPhillips COP Stock Holding History

Opal 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 		$273K Buy
2,630
+6
+0.2% +$711 0.06% 172
2026
Q1 		$346K Buy
2,624
+401
+18% +$44.4K 0.08% 129
2025
Q4 		$208K Sell
2,223
-573
-20% -$51.8K 0.05% 195
2025
Q3 		$264K Sell
2,796
-237
-8% -$22.4K 0.07% 156
2025
Q2 		$272K Buy
3,033
+279
+10% +$25.1K 0.08% 153
2025
Q1 		$289K Buy
2,754
+411
+18% +$41K 0.09% 124
2024
Q4 		$232K Sell
2,343
-279
-11% -$29.6K 0.07% 170
2024
Q3 		$276K Buy
2,622
+239
+10% +$26.3K 0.09% 137
2024
Q2 		$273K Sell
2,383
-137
-5% -$16.6K 0.09% 132
2024
Q1 		$321K Buy
2,520
+261
+12% +$29.8K 0.11% 121
2023
Q4 		$262K Sell
2,259
-1,275
-36% -$149K 0.1% 137
2023
Q3 		$423K Buy
3,534
+133
+4% +$15.4K 0.25% 64
2023
Q2 		$352K Buy
+3,401
New +$349K 0.18% 78
2023
Q1 		– Sell
-1,768
Closed -$209K – 119
2022
Q4 		$209K Sell
1,768
-204
-10% -$24.8K 0.12% 114
2022
Q3 		$202K Buy
+1,972
New +$197K 0.15% 98

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

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

Opal Wealth Advisors increased its ConocoPhillips (COP) stake by 0.23% in Q2 2026, buying an estimated $711 and bringing the position to 2,630 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #172.

Opal Wealth Advisors first reported a position in COP in Q3 2022 and has held it in 15 quarters since. The position peaked at $423K in Q3 2023. 2,458 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Opal Wealth Advisors held 2,630 shares of ConocoPhillips worth $273K as of Q2 2026.
  • Opal Wealth Advisors bought 6 ConocoPhillips shares in Q2 2026, an estimated $711.
  • ConocoPhillips made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Opal Wealth Advisors first reported a position in ConocoPhillips in Q3 2022 and has held it in 15 quarters since.
  • Opal Wealth Advisors's ConocoPhillips position peaked at $423K in Q3 2023.
  • 2,458 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.