Prevail Innovative Wealth Advisors’s ConocoPhillips COP Stock Holding History

Prevail Innovative 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	–	Sell	-2,232	Closed	-$295K	–	211
2026 Q1	$295K	Sell	2,232 -76	-3%	-$8.42K	0.05%	153
2025 Q4	$216K	Sell	2,308 -66	-3%	-$5.97K	0.04%	181
2025 Q3	$225K	Buy	2,374 +21	+0.9%	+$1.99K	0.04%	193
2025 Q2	$211K	Sell	2,353 -54,928	-96%	-$4.94M	0.05%	188
2025 Q1	$6.02M	Buy	57,281 +1,576	+3%	+$157K	1.6%	11
2024 Q4	$5.52M	Buy	+55,705	New	+$5.91M	1.6%	14
2024 Q2	–	Sell	-18,820	Closed	-$2.4M	–	153
2024 Q1	$2.4M	Buy	+18,820	New	+$2.15M	0.89%	37

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

Prevail Innovative Wealth Advisors's COP Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,232 shares — an estimated $295K sold.

Prevail Innovative Wealth Advisors first reported a position in COP in Q1 2024 and held it in 7 quarters. The position peaked at $6.02M in Q1 2025. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 2,232 ConocoPhillips shares in Q2 2026, an estimated $295K.
Prevail Innovative Wealth Advisors first reported a position in ConocoPhillips in Q1 2024 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's ConocoPhillips position peaked at $6.02M in Q1 2025.
2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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