PWP
COP icon

Principle Wealth Partners’s ConocoPhillips COP Stock Holding History

Principle 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
Q2 		$3.76M Sell
36,171
-110
-0.3% -$13K 0.19% 101
2026
Q1 		$4.79M Sell
36,281
-1,032
-3% -$114K 0.27% 74
2025
Q4 		$3.49M Buy
37,313
+218
+0.6% +$19.7K 0.2% 93
2025
Q3 		$3.51M Sell
37,095
-153
-0.4% -$14.5K 0.2% 89
2025
Q2 		$3.34M Sell
37,248
-7
-0% -$630 0.21% 89
2025
Q1 		$3.91M Hold
37,255
– – 0.28% 84
2024
Q4 		$3.69M Buy
37,255
+100
+0.3% +$10.6K 0.26% 87
2024
Q3 		$3.91M Buy
37,155
+100
+0.3% +$11K 0.28% 86
2024
Q2 		$4.24M Hold
37,055
– – 0.32% 75
2024
Q1 		$4.72M Sell
37,055
-13,574
-27% -$1.55M 0.37% 69
2023
Q4 		$5.88M Buy
50,629
+111
+0.2% +$13K 0.51% 49
2023
Q3 		$6.05M Buy
50,518
+300
+0.6% +$34.8K 0.61% 45
2023
Q2 		$5.2M Hold
50,218
– – 0.52% 46
2023
Q1 		$4.98M Hold
50,218
– – 0.53% 51
2022
Q4 		$5.93M Buy
50,218
+344
+0.7% +$41.8K 0.67% 40
2022
Q3 		$5.1M Sell
49,874
-1,293
-3% -$129K 0.48% 38
2022
Q2 		$4.59M Buy
51,167
+956
+2% +$98.5K 0.55% 43
2022
Q1 		$5.02M Buy
50,211
+150
+0.3% +$13.8K 0.53% 42
2021
Q4 		$3.61M Buy
50,061
+361
+0.7% +$26.3K 0.38% 60
2021
Q3 		$3.37M Hold
49,700
– – 0.39% 59
2021
Q2 		$3.03M Sell
49,700
-904
-2% -$50.4K 0.34% 66
2021
Q1 		$2.68M Sell
50,604
-303
-0.6% -$14.9K 0.31% 65
2020
Q4 		$2.04M Buy
50,907
+4,189
+9% +$154K 0.27% 76
2020
Q3 		$1.53M Hold
46,718
– – 0.43% 39
2020
Q2 		$1.96M Buy
46,718
+1,243
+3% +$50.3K 0.58% 31
2020
Q1 		$1.4M Sell
45,475
-285
-0.6% -$14.5K 0.53% 36
2019
Q4 		$2.98M Hold
45,760
– – 0.95% 25
2019
Q3 		$2.61M Buy
+45,760
New +$2.6M 0.9% 29

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principle Wealth Partners's COP Position: Q2 2026 in Review

Principle Wealth Partners reduced its ConocoPhillips (COP) stake by 0.3% in Q2 2026, selling an estimated $13K and leaving 36,171 shares worth $3.76M. The position accounts for 0.19% of the portfolio, ranked #101.

Principle Wealth Partners first reported a position in COP in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.05M in Q3 2023. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Principle Wealth Partners held 36,171 shares of ConocoPhillips worth $3.76M as of Q2 2026.
  • Principle Wealth Partners sold 110 ConocoPhillips shares in Q2 2026, an estimated $13K.
  • ConocoPhillips made up 0.19% of Principle Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Principle Wealth Partners first reported a position in ConocoPhillips in Q3 2019 and has held it in 28 quarters since.
  • Principle Wealth Partners's ConocoPhillips position peaked at $6.05M in Q3 2023.
  • 2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.