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Prestige Wealth Management Group’s ConocoPhillips COP Stock Holding History

Prestige Wealth Management Group’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 		$696K Buy
5,272
+4,414
+514% +$489K 0.14% 83
2025
Q4 		$80.3K Sell
858
-59
-6% -$5.34K 0.02% 217
2025
Q3 		$86.7K Buy
917
+6
+0.7% +$567 0.02% 224
2025
Q2 		$81.8K Hold
911
– – 0.02% 221
2025
Q1 		$95.7K Sell
911
-3
-0.3% -$299 0.02% 200
2024
Q4 		$90.6K Sell
914
-304
-25% -$32.3K 0.02% 208
2024
Q3 		$128K Sell
1,218
-5
-0.4% -$549 0.03% 176
2024
Q2 		$140K Sell
1,223
-2,621
-68% -$318K 0.03% 155
2024
Q1 		$489K Sell
3,844
-28
-0.7% -$3.19K 0.11% 90
2023
Q4 		$449K Buy
3,872
+40
+1% +$4.68K 0.1% 93
2023
Q3 		$461K Buy
3,832
+2,562
+202% +$297K 0.11% 84
2023
Q2 		$132K Buy
1,270
+3
+0.2% +$308 0.03% 181
2023
Q1 		$126K Sell
1,267
-28
-2% -$3.06K 0.03% 170
2022
Q4 		$154K Buy
1,295
+738
+132% +$89.7K 0.04% 154
2022
Q3 		$58K Sell
557
-48
-8% -$4.79K 0.02% 219
2022
Q2 		$55K Buy
605
+41
+7% +$4.22K 0.01% 228
2022
Q1 		$57K Sell
564
-4,660
-89% -$429K 0.01% 234
2021
Q4 		$377K Sell
5,224
-1,499
-22% -$109K 0.09% 92
2021
Q3 		$456K Buy
6,723
+944
+16% +$54.5K 0.12% 73
2021
Q2 		$352K Sell
5,779
-1,696
-23% -$94.5K 0.09% 80
2021
Q1 		$396K Buy
7,475
+6,305
+539% +$311K 0.11% 72
2020
Q4 		$46K Sell
1,170
-192
-14% -$7.08K 0.01% 255
2020
Q3 		$45K Sell
1,362
-50
-4% -$1.9K 0.01% 261
2020
Q2 		$59K Buy
1,412
+151
+12% +$6.11K 0.02% 200
2020
Q1 		$39K Buy
1,261
+631
+100% +$32.1K 0.02% 202
2019
Q4 		$41K Hold
630
– – 0.02% 222
2019
Q3 		$36K Hold
630
– – 0.02% 222
2019
Q2 		$38K Hold
630
– – 0.02% 214
2019
Q1 		$42K Sell
630
-902
-59% -$60.7K 0.03% 198
2018
Q4 		$95K Buy
+1,532
New +$104K 0.07% 146

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

Prestige Wealth Management Group's COP Position: Q1 2026 in Review

Prestige Wealth Management Group increased its ConocoPhillips (COP) stake by 514% in Q1 2026, buying an estimated $489K and bringing the position to 5,272 shares worth $696K. The position accounts for 0.14% of the portfolio, ranked #83.

Prestige Wealth Management Group first reported a position in COP in Q4 2018 and has held it in 30 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Prestige Wealth Management Group held 5,272 shares of ConocoPhillips worth $696K as of Q1 2026.
  • Prestige Wealth Management Group bought 4,414 ConocoPhillips shares in Q1 2026, an estimated $489K.
  • ConocoPhillips made up 0.14% of Prestige Wealth Management Group's portfolio in Q1 2026, its #83 holding.
  • Prestige Wealth Management Group first reported a position in ConocoPhillips in Q4 2018 and has held it in 30 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.