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Ritholtz Wealth Management’s ConocoPhillips COP Stock Holding History

Ritholtz Wealth Management’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
Q1 		$4.52M Buy
34,210
+1,541
+5% +$171K 0.08% 184
2025
Q4 		$3.06M Sell
32,669
-3,318
-9% -$300K 0.06% 249
2025
Q3 		$3.4M Buy
35,987
+2,329
+7% +$220K 0.07% 206
2025
Q2 		$3.02M Buy
33,658
+2,000
+6% +$180K 0.07% 199
2025
Q1 		$3.32M Buy
31,658
+2,300
+8% +$229K 0.1% 146
2024
Q4 		$2.91M Buy
29,358
+3,232
+12% +$343K 0.09% 151
2024
Q3 		$2.75M Sell
26,126
-149
-0.6% -$16.4K 0.08% 168
2024
Q2 		$3.01M Sell
26,275
-2,735
-9% -$332K 0.1% 138
2024
Q1 		$3.69M Sell
29,010
-784
-3% -$89.4K 0.13% 108
2023
Q4 		$3.46M Sell
29,794
-1,356
-4% -$159K 0.13% 94
2023
Q3 		$3.73M Buy
31,150
+12,057
+63% +$1.4M 0.17% 78
2023
Q2 		$1.98M Buy
19,093
+1,317
+7% +$135K 0.09% 144
2023
Q1 		$1.76M Sell
17,776
-1,236
-7% -$135K 0.09% 148
2022
Q4 		$2.24M Sell
19,012
-8,968
-32% -$1.09M 0.13% 115
2022
Q3 		$2.86M Buy
27,980
+8,707
+45% +$869K 0.15% 89
2022
Q2 		$1.73M Sell
19,273
-137
-0.7% -$14.1K 0.11% 111
2022
Q1 		$1.94M Sell
19,410
-3,254
-14% -$299K 0.13% 95
2021
Q4 		$1.64M Buy
22,664
+397
+2% +$28.9K 0.1% 100
2021
Q3 		$1.51M Buy
22,267
+4,761
+27% +$275K 0.1% 92
2021
Q2 		$1.07M Buy
17,506
+4,121
+31% +$230K 0.08% 131
2021
Q1 		$709K Buy
13,385
+5,510
+70% +$272K 0.06% 154
2020
Q4 		$315K Buy
+7,875
New +$290K 0.03% 247

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ritholtz Wealth Management's COP Position: Q1 2026 in Review

Ritholtz Wealth Management increased its ConocoPhillips (COP) stake by 4.7% in Q1 2026, buying an estimated $171K and bringing the position to 34,210 shares worth $4.52M. The position accounts for 0.08% of the portfolio, ranked #184.

Ritholtz Wealth Management first reported a position in COP in Q4 2020 and has held it in 22 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Ritholtz Wealth Management held 34,210 shares of ConocoPhillips worth $4.52M as of Q1 2026.
  • Ritholtz Wealth Management bought 1,541 ConocoPhillips shares in Q1 2026, an estimated $171K.
  • ConocoPhillips made up 0.08% of Ritholtz Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Ritholtz Wealth Management first reported a position in ConocoPhillips in Q4 2020 and has held it in 22 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.