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Physician Wealth Advisors’s ConocoPhillips COP Stock Holding History

Physician Wealth Advisors’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 		$292K Sell
2,813
-294
-9% -$34.8K 0.03% 162
2026
Q1 		$410K Buy
3,107
+127
+4% +$14.1K 0.06% 119
2025
Q4 		$279K Sell
2,980
-200
-6% -$18.1K 0.04% 150
2025
Q3 		$301K Buy
3,180
+289
+10% +$27.3K 0.04% 139
2025
Q2 		$259K Buy
2,891
+60
+2% +$5.4K 0.04% 150
2025
Q1 		$297K Sell
2,831
-106
-4% -$10.6K 0.05% 137
2024
Q4 		$291K Sell
2,937
-6
-0.2% -$637 0.05% 141
2024
Q3 		$310K Buy
2,943
+1
+0% +$110 0.06% 131
2024
Q2 		$339K Buy
2,942
+2
+0.1% +$243 0.06% 116
2024
Q1 		$381K Buy
2,940
+103
+4% +$11.7K 0.08% 107
2023
Q4 		$307K Buy
2,837
+13
+0.5% +$1.52K 0.07% 120
2023
Q3 		$344K Buy
2,824
+3
+0.1% +$348 0.09% 96
2023
Q2 		$294K Buy
2,821
+1
+0% +$103 0.07% 112
2023
Q1 		$297K Buy
2,820
+3
+0.1% +$328 0.08% 109
2022
Q4 		$335K Sell
2,817
-35
-1% -$4.25K 0.09% 100
2022
Q3 		$331K Buy
2,852
+1
+0% +$100 0.1% 99
2022
Q2 		$271K Sell
2,851
-755
-21% -$77.8K 0.08% 122
2022
Q1 		$375K Sell
3,606
-448
-11% -$41.2K 0.1% 102
2021
Q4 		$327K Sell
4,054
-678
-14% -$49.4K 0.09% 116
2021
Q3 		$351K Sell
4,732
-12
-0.3% -$692 0.1% 105
2021
Q2 		$269K Sell
4,744
-727
-13% -$40.5K 0.08% 123
2021
Q1 		$286K Sell
5,471
-1,284
-19% -$63.3K 0.09% 113
2020
Q4 		$322K Buy
+6,755
New +$249K 0.11% 98

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

Physician Wealth Advisors's COP Position: Q2 2026 in Review

Physician Wealth Advisors reduced its ConocoPhillips (COP) stake by 9.5% in Q2 2026, selling an estimated $34.8K and leaving 2,813 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #162.

Physician Wealth Advisors first reported a position in COP in Q4 2020 and has held it in 23 quarters since. The position peaked at $410K in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Physician Wealth Advisors held 2,813 shares of ConocoPhillips worth $292K as of Q2 2026.
  • Physician Wealth Advisors sold 294 ConocoPhillips shares in Q2 2026, an estimated $34.8K.
  • ConocoPhillips made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Physician Wealth Advisors first reported a position in ConocoPhillips in Q4 2020 and has held it in 23 quarters since.
  • Physician Wealth Advisors's ConocoPhillips position peaked at $410K in Q1 2026.
  • 2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.