RWB
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RMR Wealth Builders’s ConocoPhillips COP Stock Holding History

RMR Wealth Builders’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 		$628K Sell
6,044
-1,665
-22% -$197K 0.04% 173
2026
Q1 		$1.02M Sell
7,709
-1,115
-13% -$123K 0.08% 115
2025
Q4 		$826K Sell
8,824
-5
-0.1% -$452 0.07% 128
2025
Q3 		$835K Sell
8,829
-2,441
-22% -$231K 0.07% 126
2025
Q2 		$1.01M Buy
11,270
+9,194
+443% +$827K 0.09% 111
2025
Q1 		$218K Sell
2,076
-312
-13% -$31.1K 0.02% 244
2024
Q4 		$237K Sell
2,388
-279
-10% -$29.6K 0.02% 232
2024
Q3 		$281K Buy
2,667
+4
+0.2% +$439 0.03% 216
2024
Q2 		$305K Buy
2,663
+537
+25% +$65.2K 0.04% 198
2024
Q1 		$271K Buy
2,126
+2
+0.1% +$228 0.03% 219
2023
Q4 		$247K Sell
2,124
-28
-1% -$3.28K 0.03% 208
2023
Q3 		$258K Sell
2,152
-105
-5% -$12.2K 0.04% 200
2023
Q2 		$234K Buy
2,257
+172
+8% +$17.7K 0.04% 187
2023
Q1 		$207K Buy
2,085
+109
+6% +$11.9K 0.04% 199
2022
Q4 		$233K Sell
1,976
-848
-30% -$103K 0.05% 172
2022
Q3 		$293K Buy
2,824
+37
+1% +$3.69K 0.07% 138
2022
Q2 		$250K Buy
2,787
+141
+5% +$14.5K 0.06% 156
2022
Q1 		$265K Buy
+2,646
New +$243K 0.06% 170
2021
Q2 		– Sell
-2,658
Closed -$141K – 271
2021
Q1 		$141K Buy
2,658
+762
+40% +$37.6K 0.04% 229
2020
Q4 		$76K Buy
+1,896
New +$69.9K 0.04% 222
2020
Q3 		– Sell
-2,961
Closed -$124K – 274
2020
Q2 		$124K Buy
+2,961
New +$120K 0.11% 150
2019
Q4 		$146K Buy
+2,252
New +$132K 0.14% 137

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 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

RMR Wealth Builders's COP Position: Q2 2026 in Review

RMR Wealth Builders reduced its ConocoPhillips (COP) stake by 22% in Q2 2026, selling an estimated $197K and leaving 6,044 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #173.

RMR Wealth Builders first reported a position in COP in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.02M in Q1 2026. 841 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • RMR Wealth Builders held 6,044 shares of ConocoPhillips worth $628K as of Q2 2026.
  • RMR Wealth Builders sold 1,665 ConocoPhillips shares in Q2 2026, an estimated $197K.
  • ConocoPhillips made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #173 holding.
  • RMR Wealth Builders first reported a position in ConocoPhillips in Q4 2019 and has held it in 22 quarters since.
  • RMR Wealth Builders's ConocoPhillips position peaked at $1.02M in Q1 2026.
  • 841 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.