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ORG Wealth Partners’s ConocoPhillips COP Stock Holding History

ORG 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 		$42.5K Sell
407
-695
-63% -$82.4K 0.01% 365
2026
Q1 		$146K Buy
1,102
+115
+12% +$12.7K 0.03% 257
2025
Q4 		$92.5K Sell
987
-1,382
-58% -$125K 0.02% 281
2025
Q3 		$224K Sell
2,369
-3,908
-62% -$369K 0.05% 193
2025
Q2 		$578K Sell
6,277
-339
-5% -$30.5K 0.14% 105
2025
Q1 		$698K Buy
6,616
+5,922
+853% +$591K 0.21% 87
2024
Q4 		$68.8K Hold
694
– – 0.02% 227
2024
Q3 		$73.1K Buy
+694
New +$76.2K 0.02% 220

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 $3.38T AUM 44.17% 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

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

ORG Wealth Partners reduced its ConocoPhillips (COP) stake by 63% in Q2 2026, selling an estimated $82.4K and leaving 407 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #365.

ORG Wealth Partners first reported a position in COP in Q3 2024 and has held it in 8 quarters since. The position peaked at $698K in Q1 2025. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • ORG Wealth Partners held 407 shares of ConocoPhillips worth $42.5K as of Q2 2026.
  • ORG Wealth Partners sold 695 ConocoPhillips shares in Q2 2026, an estimated $82.4K.
  • ConocoPhillips made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • ORG Wealth Partners first reported a position in ConocoPhillips in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's ConocoPhillips position peaked at $698K in Q1 2025.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.