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Sax Wealth Advisors’s ConocoPhillips COP Stock Holding History

Sax Wealth Advisors’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 		$763K Buy
5,782
+1,454
+34% +$172K 0.03% 267
2026
Q1 		$405K Sell
4,328
-216
-5% -$23.9K 0.02% 329
2025
Q4 		$425K Buy
4,544
+1,079
+31% +$97.6K 0.02% 323
2025
Q3 		$328K Buy
3,465
+1,179
+52% +$111K 0.02% 338
2025
Q2 		$205K Buy
2,286
+180
+9% +$16.2K 0.01% 408
2025
Q1 		$221K Sell
2,106
-584
-22% -$58.2K 0.02% 339
2024
Q4 		$267K Buy
2,690
+241
+10% +$25.6K 0.02% 280
2024
Q3 		$258K Buy
2,449
+284
+13% +$31.2K 0.02% 241
2024
Q2 		$248K Buy
2,165
+338
+19% +$41K 0.02% 235
2024
Q1 		$233K Sell
1,827
-171
-9% -$19.5K 0.03% 171
2023
Q4 		$232K Sell
1,998
-298
-13% -$34.9K 0.04% 170
2023
Q3 		$275K Buy
+2,296
New +$267K 0.05% 142

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sax Wealth Advisors's COP Position: Q2 2026 in Review

Sax Wealth Advisors increased its ConocoPhillips (COP) stake by 34% in Q2 2026, buying an estimated $172K and bringing the position to 5,782 shares worth $763K. The position accounts for 0.03% of the portfolio, ranked #267.

Sax Wealth Advisors first reported a position in COP in Q3 2023 and has held it in 12 quarters since. 981 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Sax Wealth Advisors held 5,782 shares of ConocoPhillips worth $763K as of Q2 2026.
  • Sax Wealth Advisors bought 1,454 ConocoPhillips shares in Q2 2026, an estimated $172K.
  • ConocoPhillips made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • Sax Wealth Advisors first reported a position in ConocoPhillips in Q3 2023 and has held it in 12 quarters since.
  • 981 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.