Peterson Wealth Services
COP icon

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
Q3 		$816K Sell
6,523
-6
-0.1% -$743 0.17% 83
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Peterson Wealth Services's COP Position: Q3 2026 in Review

Peterson Wealth Services reduced its ConocoPhillips (COP) stake by 0.09% in Q3 2026, selling an estimated $743 and leaving 6,523 shares worth $816K. The position accounts for 0.17% of the portfolio, ranked #83.

Peterson Wealth Services first reported a position in COP in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.32M in Q1 2025. 2,048 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Peterson Wealth Services held 6,523 shares of ConocoPhillips worth $816K as of Q3 2026.
  • Peterson Wealth Services sold 6 ConocoPhillips shares in Q3 2026, an estimated $743.
  • ConocoPhillips made up 0.17% of Peterson Wealth Services's portfolio in Q3 2026, its #83 holding.
  • Peterson Wealth Services first reported a position in ConocoPhillips in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's ConocoPhillips position peaked at $6.32M in Q1 2025.
  • 2,048 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.