SWM
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Shelton Wealth Management’s ConocoPhillips COP Stock Holding History

Shelton 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
Q2 		$1.25M Buy
12,032
+2,346
+24% +$278K 0.49% 73
2026
Q1 		$1.28M Buy
+9,686
New +$1.07M 0.56% 59

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Shelton Wealth Management's COP Position: Q2 2026 in Review

Shelton Wealth Management increased its ConocoPhillips (COP) stake by 24% in Q2 2026, buying an estimated $278K and bringing the position to 12,032 shares worth $1.25M. The position accounts for 0.49% of the portfolio, ranked #73.

Shelton Wealth Management first reported a position in COP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.28M in Q1 2026. 482 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Shelton Wealth Management held 12,032 shares of ConocoPhillips worth $1.25M as of Q2 2026.
  • Shelton Wealth Management bought 2,346 ConocoPhillips shares in Q2 2026, an estimated $278K.
  • ConocoPhillips made up 0.49% of Shelton Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Shelton Wealth Management first reported a position in ConocoPhillips in Q1 2026 and has held it in 2 quarters since.
  • Shelton Wealth Management's ConocoPhillips position peaked at $1.28M in Q1 2026.
  • 482 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.