Secure Asset Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,805
Closed -$238K 340
2026
Q1
$238K Buy
+1,805
New +$200K 0.04% 282
2025
Q3
Sell
-15,132
Closed -$1.36M 319
2025
Q2
$1.36M Sell
15,132
-7,071
-32% -$636K 0.25% 103
2025
Q1
$2.33M Buy
22,203
+3,507
+19% +$350K 0.47% 60
2024
Q4
$1.85M Buy
+18,696
New +$1.99M 0.28% 85

Other funds holding COP

Secure Asset Management's COP Position: Q2 2026 in Review

Secure Asset Management sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,805 shares — an estimated $238K sold.

Secure Asset Management first reported a position in COP in Q4 2024 and held it in 4 quarters. The position peaked at $2.33M in Q1 2025. 939 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Secure Asset Management reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 1,805 ConocoPhillips shares in Q2 2026, an estimated $238K.
  • Secure Asset Management first reported a position in ConocoPhillips in Q4 2024 and held it in 4 quarters.
  • Secure Asset Management's ConocoPhillips position peaked at $2.33M in Q1 2025.
  • 939 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.