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Regent Peak Wealth Advisors’s ConocoPhillips COP Stock Holding History

Regent Peak 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 		$208K Buy
2,003
+134
+7% +$15.9K 0.04% 206
2026
Q1 		$247K Buy
+1,869
New +$207K 0.05% 169
2025
Q1 		$200K Sell
1,908
-116
-6% -$11.6K 0.05% 171
2024
Q4 		$201K Buy
+2,024
New +$215K 0.05% 172
2021
Q1 		– Sell
-734
Closed -$29K – 319
2020
Q4 		$29K Buy
+734
New +$27.1K 0.01% 394

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Regent Peak Wealth Advisors's COP Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its ConocoPhillips (COP) stake by 7.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 2,003 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #206.

Regent Peak Wealth Advisors first reported a position in COP in Q4 2020 and has held it in 5 quarters since. The position peaked at $247K in Q1 2026. 555 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Regent Peak Wealth Advisors held 2,003 shares of ConocoPhillips worth $208K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 134 ConocoPhillips shares in Q2 2026, an estimated $15.9K.
  • ConocoPhillips made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • Regent Peak Wealth Advisors first reported a position in ConocoPhillips in Q4 2020 and has held it in 5 quarters since.
  • Regent Peak Wealth Advisors's ConocoPhillips position peaked at $247K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.