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Perfromance Wealth Partners’s ConocoPhillips COP Stock Holding History

Perfromance 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 		$403K Buy
3,056
+20
+0.7% +$2.21K 0.01% 141
2025
Q4 		$284K Buy
+3,036
New +$275K 0.01% 168

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

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

Perfromance Wealth Partners increased its ConocoPhillips (COP) stake by 0.66% in Q1 2026, buying an estimated $2.21K and bringing the position to 3,056 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #141.

Perfromance Wealth Partners first reported a position in COP in Q4 2025 and has held it in 2 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Perfromance Wealth Partners held 3,056 shares of ConocoPhillips worth $403K as of Q1 2026.
  • Perfromance Wealth Partners bought 20 ConocoPhillips shares in Q1 2026, an estimated $2.21K.
  • ConocoPhillips made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #141 holding.
  • Perfromance Wealth Partners first reported a position in ConocoPhillips in Q4 2025 and has held it in 2 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.