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Peterson Wealth Services’s ConocoPhillips COP Stock Holding History

Peterson Wealth Services’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 		$679K Sell
6,529
-92
-1% -$10.9K 0.15% 92
2026
Q1 		$874K Sell
6,621
-38,799
-85% -$4.3M 0.22% 73
2025
Q4 		$4.25M Buy
45,420
+45,260
+28,288% +$4.09M 1.09% 24
2025
Q3 		$5.71M Sell
160
-61,297
-100% -$5.8M 1.41% 19
2025
Q2 		$5.52M Buy
61,457
+1,268
+2% +$114K 1.51% 20
2025
Q1 		$6.32M Buy
60,189
+24,381
+68% +$2.43M 1.96% 13
2024
Q4 		$3.55M Sell
35,808
-4,258
-11% -$452K 1.07% 23
2024
Q3 		$4.22M Buy
40,066
+2,150
+6% +$236K 1.35% 20
2024
Q2 		$4.34M Buy
37,916
+887
+2% +$108K 1.52% 17
2024
Q1 		$4.71M Buy
37,029
+1,533
+4% +$175K 1.72% 16
2023
Q4 		$4.12M Buy
35,496
+5,983
+20% +$700K 1.77% 17
2023
Q3 		$3.54M Buy
29,513
+5,036
+21% +$585K 2.65% 13
2023
Q2 		$2.54M Buy
24,477
+1,474
+6% +$151K 1.22% 28
2023
Q1 		$2.28M Buy
23,003
+1,328
+6% +$145K 1.17% 30
2022
Q4 		$2.56M Buy
21,675
+363
+2% +$44.1K 1.46% 20
2022
Q3 		$2.18M Buy
21,312
+1,036
+5% +$103K 1.55% 22
2022
Q2 		$1.82M Buy
20,276
+14,761
+268% +$1.52M 1.31% 30
2022
Q1 		$551K Buy
5,515
+319
+6% +$29.3K 0.34% 48
2021
Q4 		$375K Buy
+5,196
New +$379K 0.25% 58

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Peterson Wealth Services's COP Position: Q2 2026 in Review

Peterson Wealth Services reduced its ConocoPhillips (COP) stake by 1.4% in Q2 2026, selling an estimated $10.9K and leaving 6,529 shares worth $679K. The position accounts for 0.15% of the portfolio, ranked #92.

Peterson Wealth Services first reported a position in COP in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.32M in Q1 2025. 939 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Peterson Wealth Services held 6,529 shares of ConocoPhillips worth $679K as of Q2 2026.
  • Peterson Wealth Services sold 92 ConocoPhillips shares in Q2 2026, an estimated $10.9K.
  • ConocoPhillips made up 0.15% of Peterson Wealth Services's portfolio in Q2 2026, its #92 holding.
  • Peterson Wealth Services first reported a position in ConocoPhillips in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's ConocoPhillips position peaked at $6.32M in Q1 2025.
  • 939 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.