Precedent Wealth Partners’s ConocoPhillips COP Stock Holding History

Precedent Wealth Partners’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	$873K	Sell	8,399 -74	-0.9%	-$8.77K	0.15%	120
2026 Q1	$1.12M	Sell	8,473 -608	-7%	-$67.3K	0.22%	106
2025 Q4	$850K	Sell	9,081 -2,073	-19%	-$187K	0.18%	115
2025 Q3	$1.06M	Sell	11,154 -2,499	-18%	-$236K	0.23%	107
2025 Q2	$1.23M	Sell	13,653 -1,743	-11%	-$157K	0.3%	99
2025 Q1	$1.62M	Buy	+15,396	New	+$1.54M	0.45%	66

Other funds holding COP

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Precedent Wealth Partners's COP Position: Q2 2026 in Review

Precedent Wealth Partners reduced its ConocoPhillips (COP) stake by 0.87% in Q2 2026, selling an estimated $8.77K and leaving 8,399 shares worth $873K. The position accounts for 0.15% of the portfolio, ranked #120.

Precedent Wealth Partners first reported a position in COP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2025. 854 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Precedent Wealth Partners held 8,399 shares of ConocoPhillips worth $873K as of Q2 2026.
Precedent Wealth Partners sold 74 ConocoPhillips shares in Q2 2026, an estimated $8.77K.
ConocoPhillips made up 0.15% of Precedent Wealth Partners's portfolio in Q2 2026, its #120 holding.
Precedent Wealth Partners first reported a position in ConocoPhillips in Q1 2025 and has held it in 6 quarters since.
Precedent Wealth Partners's ConocoPhillips position peaked at $1.62M in Q1 2025.
854 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.