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 Q3	$993K	Sell	7,937 -462	-6%	-$57.2K	0.15%	117
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Precedent Wealth Partners's COP Position: Q3 2026 in Review

Precedent Wealth Partners reduced its ConocoPhillips (COP) stake by 5.5% in Q3 2026, selling an estimated $57.2K and leaving 7,937 shares worth $993K. The position accounts for 0.15% of the portfolio, ranked #117.

Precedent Wealth Partners first reported a position in COP in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2025. 2,020 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Precedent Wealth Partners held 7,937 shares of ConocoPhillips worth $993K as of Q3 2026.
Precedent Wealth Partners sold 462 ConocoPhillips shares in Q3 2026, an estimated $57.2K.
ConocoPhillips made up 0.15% of Precedent Wealth Partners's portfolio in Q3 2026, its #117 holding.
Precedent Wealth Partners first reported a position in ConocoPhillips in Q1 2025 and has held it in 7 quarters since.
Precedent Wealth Partners's ConocoPhillips position peaked at $1.62M in Q1 2025.
2,020 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.