SWP
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Sagespring Wealth Partners’s ConocoPhillips COP Stock Holding History

Sagespring Wealth Partners’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 		$2.07M Buy
15,690
+3,955
+34% +$438K 0.04% 195
2025
Q4 		$1.1M Sell
11,735
-2,412
-17% -$218K 0.02% 293
2025
Q3 		$1.34M Buy
14,147
+556
+4% +$52.6K 0.03% 253
2025
Q2 		$1.22M Buy
13,591
+2,151
+19% +$194K 0.03% 250
2025
Q1 		$1.2M Buy
11,440
+1,187
+12% +$118K 0.03% 216
2024
Q4 		$1.02M Buy
+10,253
New +$1.09M 0.03% 214

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

Sagespring Wealth Partners's COP Position: Q1 2026 in Review

Sagespring Wealth Partners increased its ConocoPhillips (COP) stake by 34% in Q1 2026, buying an estimated $438K and bringing the position to 15,690 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #195.

Sagespring Wealth Partners first reported a position in COP in Q4 2024 and has held it in 6 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Sagespring Wealth Partners held 15,690 shares of ConocoPhillips worth $2.07M as of Q1 2026.
  • Sagespring Wealth Partners bought 3,955 ConocoPhillips shares in Q1 2026, an estimated $438K.
  • ConocoPhillips made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #195 holding.
  • Sagespring Wealth Partners first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.