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Philip James Wealth Mangement’s ConocoPhillips COP Stock Holding History

Philip James Wealth Mangement’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 		$9.28M Sell
70,302
-928
-1% -$103K 1.07% 18
2025
Q4 		$6.67M Sell
71,230
-2,425
-3% -$219K 0.77% 32
2025
Q3 		$6.97M Sell
73,655
-1,065
-1% -$101K 0.81% 30
2025
Q2 		$6.71M Sell
74,720
-821
-1% -$73.9K 0.86% 28
2025
Q1 		$7.93M Sell
75,541
-300
-0.4% -$29.9K 0.97% 22
2024
Q4 		$7.52M Sell
75,841
-1,440
-2% -$153K 0.97% 24
2024
Q3 		$8.14M Buy
+77,281
New +$8.49M 1% 22

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

Philip James Wealth Mangement's COP Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its ConocoPhillips (COP) stake by 1.3% in Q1 2026, selling an estimated $103K and leaving 70,302 shares worth $9.28M. The position accounts for 1.07% of the portfolio, ranked #18.

Philip James Wealth Mangement first reported a position in COP in Q3 2024 and has held it in 7 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Philip James Wealth Mangement held 70,302 shares of ConocoPhillips worth $9.28M as of Q1 2026.
  • Philip James Wealth Mangement sold 928 ConocoPhillips shares in Q1 2026, an estimated $103K.
  • ConocoPhillips made up 1.07% of Philip James Wealth Mangement's portfolio in Q1 2026, its #18 holding.
  • Philip James Wealth Mangement first reported a position in ConocoPhillips in Q3 2024 and has held it in 7 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.