Smith Salley Wealth Management’s ConocoPhillips COP Stock Holding History

Smith Salley 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	$4.14M	Buy	31,354 +4,129	+15%	+$457K	0.21%	82
2025 Q4	$2.55M	Buy	27,225 +1,971	+8%	+$178K	0.13%	108
2025 Q3	$2.39M	Buy	25,254 +16,077	+175%	+$1.52M	0.12%	114
2025 Q2	$824K	Buy	9,177 +2,044	+29%	+$184K	0.05%	153
2025 Q1	$749K	Buy	7,133 +960	+16%	+$95.7K	0.05%	154
2024 Q4	$612K	Sell	6,173 -428	-6%	-$45.4K	0.04%	164
2024 Q3	$695K	Sell	6,601 -1,659	-20%	-$182K	0.05%	160
2024 Q2	$945K	Buy	8,260 +2,085	+34%	+$253K	0.07%	142
2024 Q1	$786K	Buy	+6,175	New	+$704K	0.06%	141
2017 Q1	–	Sell	-46,705	Closed	-$2.34M	–	177
2016 Q4	$2.34M	Buy	46,705 +3,525	+8%	+$163K	0.49%	69
2016 Q3	$1.88M	Buy	43,180 +3,651	+9%	+$152K	0.42%	77
2016 Q2	$1.72M	Buy	39,529 +5,215	+15%	+$230K	0.4%	78
2016 Q1	$1.38M	Buy	34,314 +341	+1%	+$13K	0.35%	81
2015 Q4	$1.59M	Buy	33,973 +1,227	+4%	+$64.1K	0.4%	78
2015 Q3	$1.57M	Buy	+32,746	New	+$1.67M	0.42%	74
2015 Q2	–	Sell	-4,874	Closed	-$303K	–	162
2015 Q1	$303K	Sell	4,874 -1,020	-17%	-$65.9K	0.08%	135
2014 Q4	$408K	Sell	5,894 -833	-12%	-$58.1K	0.11%	128
2014 Q3	$514K	Sell	6,727 -3,397	-34%	-$278K	0.14%	132
2014 Q2	$868K	Buy	+10,124	New	+$789K	0.23%	110

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Smith Salley Wealth Management's COP Position: Q1 2026 in Review

Smith Salley Wealth Management increased its ConocoPhillips (COP) stake by 15% in Q1 2026, buying an estimated $457K and bringing the position to 31,354 shares worth $4.14M. The position accounts for 0.21% of the portfolio, ranked #82.

Smith Salley Wealth Management first reported a position in COP in Q2 2014 and has held it in 19 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Smith Salley Wealth Management held 31,354 shares of ConocoPhillips worth $4.14M as of Q1 2026.
Smith Salley Wealth Management bought 4,129 ConocoPhillips shares in Q1 2026, an estimated $457K.
ConocoPhillips made up 0.21% of Smith Salley Wealth Management's portfolio in Q1 2026, its #82 holding.
Smith Salley Wealth Management first reported a position in ConocoPhillips in Q2 2014 and has held it in 19 quarters since.
2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.