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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
Q2 		$325K Buy
3,129
+73
+2% +$8.65K 0.01% 173
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 $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 $3.37T AUM 44.26% 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

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

Perfromance Wealth Partners increased its ConocoPhillips (COP) stake by 2.4% in Q2 2026, buying an estimated $8.65K and bringing the position to 3,129 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #173.

Perfromance Wealth Partners first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $403K in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Perfromance Wealth Partners held 3,129 shares of ConocoPhillips worth $325K as of Q2 2026.
  • Perfromance Wealth Partners bought 73 ConocoPhillips shares in Q2 2026, an estimated $8.65K.
  • ConocoPhillips made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • Perfromance Wealth Partners first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Perfromance Wealth Partners's ConocoPhillips position peaked at $403K in Q1 2026.
  • 2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.