Pacific Excel Wealth Advisors’s ConocoPhillips COP Stock Holding History

Pacific Excel 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	$212K	Buy	+2,037	New	+$241K	0.08%	215

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 $3.38T AUM 44.17% 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

Pacific Excel Wealth Advisors's COP Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in ConocoPhillips (COP) in Q2 2026: 2,037 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #215 among its holdings.

2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Pacific Excel Wealth Advisors held 2,037 shares of ConocoPhillips worth $212K as of Q2 2026.
ConocoPhillips was a new Pacific Excel Wealth Advisors position in Q2 2026.
ConocoPhillips made up 0.08% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #215 holding.
2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.