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Robertson Stephens Wealth Management’s ConocoPhillips COP Stock Holding History

Robertson Stephens 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 		$748K Sell
5,665
-7
-0.1% -$775 0.02% 345
2025
Q4 		$531K Buy
5,672
+951
+20% +$86K 0.01% 416
2025
Q3 		$447K Sell
4,721
-1,567
-25% -$148K 0.01% 377
2025
Q2 		$564K Buy
6,288
+507
+9% +$45.6K 0.02% 347
2025
Q1 		$607K Sell
5,781
-857
-13% -$85.5K 0.02% 338
2024
Q4 		$658K Sell
6,638
-244
-4% -$25.9K 0.02% 318
2024
Q3 		$725K Sell
6,882
-192
-3% -$21.1K 0.03% 335
2024
Q2 		$809K Buy
7,074
+582
+9% +$70.7K 0.04% 258
2024
Q1 		$826K Buy
6,492
+472
+8% +$53.8K 0.04% 264
2023
Q4 		$699K Sell
6,020
-109
-2% -$12.8K 0.04% 262
2023
Q3 		$738K Sell
6,129
-109
-2% -$12.7K 0.05% 246
2023
Q2 		$650K Buy
6,238
+13
+0.2% +$1.34K 0.05% 244
2023
Q1 		$621K Buy
6,225
+476
+8% +$52.1K 0.05% 265
2022
Q4 		$683K Sell
5,749
-49
-0.8% -$5.96K 0.07% 216
2022
Q3 		$601K Sell
5,798
-60
-1% -$5.99K 0.06% 199
2022
Q2 		$530K Sell
5,858
-24
-0.4% -$2.47K 0.05% 231
2022
Q1 		$589K Buy
5,882
+83
+1% +$7.63K 0.05% 237
2021
Q4 		$419K Buy
5,799
+2,198
+61% +$160K 0.04% 278
2021
Q3 		$244K Sell
3,601
-665
-16% -$38.4K 0.03% 279
2021
Q2 		$259K Buy
+4,266
New +$238K 0.03% 285

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

Robertson Stephens Wealth Management's COP Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its ConocoPhillips (COP) stake by 0.12% in Q1 2026, selling an estimated $775 and leaving 5,665 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #345.

Robertson Stephens Wealth Management first reported a position in COP in Q2 2021 and has held it in 20 quarters since. The position peaked at $826K in Q1 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Robertson Stephens Wealth Management held 5,665 shares of ConocoPhillips worth $748K as of Q1 2026.
  • Robertson Stephens Wealth Management sold 7 ConocoPhillips shares in Q1 2026, an estimated $775.
  • ConocoPhillips made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #345 holding.
  • Robertson Stephens Wealth Management first reported a position in ConocoPhillips in Q2 2021 and has held it in 20 quarters since.
  • Robertson Stephens Wealth Management's ConocoPhillips position peaked at $826K in Q1 2024.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.