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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's COP Position: Q1 2026 in Review

SHP Wealth Management increased its ConocoPhillips (COP) stake by 15% in Q1 2026, buying an estimated $18.9K and bringing the position to 1,309 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #297.

SHP Wealth Management first reported a position in COP in Q4 2025 and has held it in 2 quarters since. 2,566 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • SHP Wealth Management held 1,309 shares of ConocoPhillips worth $173K as of Q1 2026.
  • SHP Wealth Management bought 171 ConocoPhillips shares in Q1 2026, an estimated $18.9K.
  • ConocoPhillips made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #297 holding.
  • SHP Wealth Management first reported a position in ConocoPhillips in Q4 2025 and has held it in 2 quarters since.
  • 2,566 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.