Principia Wealth Advisory
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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
Q3 		$25.4K Buy
203
+4
+2% +$496 0.01% 164
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principia Wealth Advisory's COP Position: Q3 2026 in Review

Principia Wealth Advisory increased its ConocoPhillips (COP) stake by 2% in Q3 2026, buying an estimated $496 and bringing the position to 203 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #164.

Principia Wealth Advisory first reported a position in COP in Q4 2024 and has held it in 8 quarters since. 2,265 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Principia Wealth Advisory held 203 shares of ConocoPhillips worth $25.4K as of Q3 2026.
  • Principia Wealth Advisory bought 4 ConocoPhillips shares in Q3 2026, an estimated $496.
  • ConocoPhillips made up 0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #164 holding.
  • Principia Wealth Advisory first reported a position in ConocoPhillips in Q4 2024 and has held it in 8 quarters since.
  • 2,265 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.