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SHP Wealth Management’s ConocoPhillips COP Stock Holding History

SHP 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 		$171K Buy
1,640
+331
+25% +$39.2K 0.01% 327
2026
Q1 		$173K Buy
1,309
+171
+15% +$18.9K 0.01% 297
2025
Q4 		$107K Buy
+1,138
New +$103K 0.01% 338

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

SHP Wealth Management increased its ConocoPhillips (COP) stake by 25% in Q2 2026, buying an estimated $39.2K and bringing the position to 1,640 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #327.

SHP Wealth Management first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $173K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • SHP Wealth Management held 1,640 shares of ConocoPhillips worth $171K as of Q2 2026.
  • SHP Wealth Management bought 331 ConocoPhillips shares in Q2 2026, an estimated $39.2K.
  • ConocoPhillips made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #327 holding.
  • SHP Wealth Management first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's ConocoPhillips position peaked at $173K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.