Principia Wealth Advisory’s ConocoPhillips COP Stock Holding History

Principia Wealth Advisory’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	$20.7K	Buy	199 +40	+25%	+$4.74K	0.01%	176
2026 Q1	$21K	Buy	159 +14	+10%	+$1.55K	0.01%	155
2025 Q4	$13.6K	Sell	145 -5	-3%	-$452	0.01%	175
2025 Q3	$14.2K	Buy	150 +7	+5%	+$662	0.01%	173
2025 Q2	$12.8K	Buy	143 +12	+9%	+$1.08K	0.01%	154
2025 Q1	$12K	Sell	131 -3	-2%	-$299	0.01%	126
2024 Q4	$13.3K	Buy	+134	New	+$14.2K	0.01%	115

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

Principia Wealth Advisory's COP Position: Q2 2026 in Review

Principia Wealth Advisory increased its ConocoPhillips (COP) stake by 25% in Q2 2026, buying an estimated $4.74K and bringing the position to 199 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #176.

Principia Wealth Advisory first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $21K in Q1 2026. 2,460 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Principia Wealth Advisory held 199 shares of ConocoPhillips worth $20.7K as of Q2 2026.
Principia Wealth Advisory bought 40 ConocoPhillips shares in Q2 2026, an estimated $4.74K.
ConocoPhillips made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #176 holding.
Principia Wealth Advisory first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's ConocoPhillips position peaked at $21K in Q1 2026.
2,460 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.