SW
COP icon

Simplicity Wealth’s ConocoPhillips COP Stock Holding History

Simplicity Wealth’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 		$1.88M Buy
18,079
+6,031
+50% +$715K 0.06% 292
2026
Q1 		$1.59M Buy
12,048
+2,083
+21% +$231K 0.09% 214
2025
Q4 		$933K Buy
9,965
+773
+8% +$69.9K 0.06% 296
2025
Q3 		$870K Sell
9,192
-2,930
-24% -$277K 0.05% 325
2025
Q2 		$1.09M Buy
12,122
+1,954
+19% +$176K 0.05% 315
2025
Q1 		$1.07M Buy
+10,168
New +$1.01M 0.08% 245
2024
Q4 		– Sell
-4,123
Closed -$434K – 372
2024
Q3 		$434K Sell
4,123
-34,274
-89% -$3.76M 0.04% 320
2024
Q2 		$4.39M Buy
38,397
+5,117
+15% +$621K 0.1% 203
2024
Q1 		$4.24M Buy
+33,280
New +$3.8M 0.1% 207

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

Simplicity Wealth's COP Position: Q2 2026 in Review

Simplicity Wealth increased its ConocoPhillips (COP) stake by 50% in Q2 2026, buying an estimated $715K and bringing the position to 18,079 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #292.

Simplicity Wealth first reported a position in COP in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.39M in Q2 2024. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Simplicity Wealth held 18,079 shares of ConocoPhillips worth $1.88M as of Q2 2026.
  • Simplicity Wealth bought 6,031 ConocoPhillips shares in Q2 2026, an estimated $715K.
  • ConocoPhillips made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #292 holding.
  • Simplicity Wealth first reported a position in ConocoPhillips in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's ConocoPhillips position peaked at $4.39M in Q2 2024.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.