Pines Wealth Management’s ConocoPhillips COP Stock Holding History

Pines Wealth Management’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	$926K	Buy	8,910 +136	+2%	+$16.1K	0.27%	94
2026 Q1	$1.16M	Sell	8,774 -136	-2%	-$15.1K	0.37%	74
2025 Q4	$834K	Buy	8,910 +563	+7%	+$50.9K	0.27%	90
2025 Q3	$790K	Buy	8,347 +215	+3%	+$20.3K	0.27%	94
2025 Q2	$762K	Buy	8,132 +158	+2%	+$14.2K	0.27%	92
2025 Q1	$659K	Buy	7,974 +394	+5%	+$39.3K	0.3%	86
2024 Q4	$773K	Buy	+7,580	New	+$805K	0.34%	72

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pines Wealth Management's COP Position: Q2 2026 in Review

Pines Wealth Management increased its ConocoPhillips (COP) stake by 1.6% in Q2 2026, buying an estimated $16.1K and bringing the position to 8,910 shares worth $926K. The position accounts for 0.27% of the portfolio, ranked #94.

Pines Wealth Management first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Pines Wealth Management held 8,910 shares of ConocoPhillips worth $926K as of Q2 2026.
Pines Wealth Management bought 136 ConocoPhillips shares in Q2 2026, an estimated $16.1K.
ConocoPhillips made up 0.27% of Pines Wealth Management's portfolio in Q2 2026, its #94 holding.
Pines Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's ConocoPhillips position peaked at $1.16M in Q1 2026.
2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.