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Outlook Wealth Advisors’s ConocoPhillips COP Stock Holding History

Outlook 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
Q1 		$891K Sell
6,751
-659
-9% -$73K 0.22% 99
2025
Q4 		$694K Buy
7,410
+47
+0.6% +$4.25K 0.16% 131
2025
Q3 		$696K Sell
7,363
-383
-5% -$36.2K 0.17% 124
2025
Q2 		$695K Sell
7,746
-106
-1% -$9.54K 0.18% 110
2025
Q1 		$825K Sell
7,852
-12
-0.2% -$1.2K 0.23% 84
2024
Q4 		$780K Sell
7,864
-16
-0.2% -$1.7K 0.22% 92
2024
Q3 		$830K Buy
7,880
+8
+0.1% +$879 0.24% 82
2024
Q2 		$900K Sell
7,872
-42
-0.5% -$5.1K 0.28% 72
2024
Q1 		$1.01M Sell
7,914
-2,805
-26% -$320K 0.31% 64
2023
Q4 		$1.24M Sell
10,719
-570
-5% -$66.7K 0.44% 48
2023
Q3 		$1.35M Sell
11,289
-45
-0.4% -$5.22K 0.52% 46
2023
Q2 		$1.17M Sell
11,334
-1,203
-10% -$124K 0.44% 47
2023
Q1 		$1.24M Buy
12,537
+441
+4% +$48.3K 0.55% 44
2022
Q4 		$1.43M Buy
12,096
+5,262
+77% +$640K 0.68% 32
2022
Q3 		$699K Buy
6,834
+104
+2% +$10.4K 0.31% 76
2022
Q2 		$604K Buy
6,730
+569
+9% +$58.6K 0.25% 108
2022
Q1 		$616K Sell
6,161
-36
-0.6% -$3.31K 0.21% 119
2021
Q4 		$447K Sell
6,197
-174
-3% -$12.7K 0.13% 146
2021
Q3 		$432K Buy
6,371
+429
+7% +$24.8K 0.14% 156
2021
Q2 		$362K Buy
5,942
+396
+7% +$22.1K 0.12% 168
2021
Q1 		$294K Sell
5,546
-2,340
-30% -$115K 0.1% 170
2020
Q4 		$315K Sell
7,886
-239
-3% -$8.81K 0.11% 156
2020
Q3 		$267K Sell
8,125
-978
-11% -$37.1K 0.11% 151
2020
Q2 		$382K Buy
9,103
+502
+6% +$20.3K 0.16% 127
2020
Q1 		$265K Buy
8,601
+5,405
+169% +$275K 0.15% 132
2019
Q4 		$230K Sell
3,196
-2,275
-42% -$134K 0.13% 132
2019
Q3 		$312K Sell
5,471
-3,099
-36% -$176K 0.19% 129
2019
Q2 		$523K Buy
8,570
+5,336
+165% +$332K 0.34% 72
2019
Q1 		$216K Buy
3,234
+2,878
+808% +$194K 0.18% 135
2018
Q4 		$222K Buy
+356
New +$24.2K 0.1% 163

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

Outlook Wealth Advisors's COP Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its ConocoPhillips (COP) stake by 8.9% in Q1 2026, selling an estimated $73K and leaving 6,751 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #99.

Outlook Wealth Advisors first reported a position in COP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.43M in Q4 2022. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Outlook Wealth Advisors held 6,751 shares of ConocoPhillips worth $891K as of Q1 2026.
  • Outlook Wealth Advisors sold 659 ConocoPhillips shares in Q1 2026, an estimated $73K.
  • ConocoPhillips made up 0.22% of Outlook Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • Outlook Wealth Advisors first reported a position in ConocoPhillips in Q4 2018 and has held it in 30 quarters since.
  • Outlook Wealth Advisors's ConocoPhillips position peaked at $1.43M in Q4 2022.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.