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Retirement Wealth Solutions’s ConocoPhillips COP Stock Holding History

Retirement Wealth Solutions’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 		$25.5K Hold
245
– – 0.01% 136
2026
Q1 		$32.3K Hold
245
– – 0.02% 111
2025
Q4 		$22.9K Hold
245
– – 0.01% 148
2025
Q3 		$23.1K Sell
245
-101
-29% -$9.55K 0.02% 145
2025
Q2 		$31.1K Hold
346
– – 0.02% 118
2025
Q1 		$36.4K Hold
346
– – 0.03% 96
2024
Q4 		$35.3K Buy
+346
New +$36.7K 0.03% 102

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Retirement Wealth Solutions's COP Position: Q2 2026 in Review

Retirement Wealth Solutions held its ConocoPhillips (COP) position steady in Q2 2026 at 245 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #136.

Retirement Wealth Solutions first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.4K in Q1 2025. 421 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Retirement Wealth Solutions held 245 shares of ConocoPhillips worth $25.5K as of Q2 2026.
  • Retirement Wealth Solutions left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #136 holding.
  • Retirement Wealth Solutions first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's ConocoPhillips position peaked at $36.4K in Q1 2025.
  • 421 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.