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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

ORG Wealth Partners increased its ConocoPhillips (COP) stake by 12% in Q1 2026, buying an estimated $12.7K and bringing the position to 1,102 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #257.

ORG Wealth Partners first reported a position in COP in Q3 2024 and has held it in 7 quarters since. The position peaked at $698K in Q1 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • ORG Wealth Partners held 1,102 shares of ConocoPhillips worth $146K as of Q1 2026.
  • ORG Wealth Partners bought 115 ConocoPhillips shares in Q1 2026, an estimated $12.7K.
  • ConocoPhillips made up 0.03% of ORG Wealth Partners's portfolio in Q1 2026, its #257 holding.
  • ORG Wealth Partners first reported a position in ConocoPhillips in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's ConocoPhillips position peaked at $698K in Q1 2025.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.