SOA Wealth Advisors’s ConocoPhillips COP Stock Holding History

SOA Wealth Advisors’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	$16.1K	Sell	155 -3,119	-95%	-$370K	﹤0.01%	548
2026 Q1	$23.6K	Hold	3,274	–	–	﹤0.01%	474
2025 Q4	$17.6K	Hold	3,274	–	–	﹤0.01%	525
2025 Q3	$17.8K	Hold	3,274	–	–	﹤0.01%	540
2025 Q2	$17K	Sell	3,274 -2,727	-45%	-$245K	﹤0.01%	533
2025 Q1	$6K	Buy	+6,001	New	+$598K	﹤0.01%	615
2023 Q2	–	Sell	-81	Closed	-$8.04K	–	948
2023 Q1	$8.04K	Buy	+81	New	+$8.86K	﹤0.01%	557
2021 Q1	–	Sell	-2	Closed	–	–	821
2020 Q4	$0	Buy	+2	New	+$74	﹤0.01%	802

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

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

SOA Wealth Advisors's COP Position: Q2 2026 in Review

SOA Wealth Advisors reduced its ConocoPhillips (COP) stake by 95% in Q2 2026, selling an estimated $370K and leaving 155 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

SOA Wealth Advisors first reported a position in COP in Q4 2020 and has held it in 8 quarters since. The position peaked at $23.6K in Q1 2026. 800 funds tracked by Wall St. Rank hold COP as of Q2 2026.

SOA Wealth Advisors held 155 shares of ConocoPhillips worth $16.1K as of Q2 2026.
SOA Wealth Advisors sold 3,119 ConocoPhillips shares in Q2 2026, an estimated $370K.
ConocoPhillips made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #548 holding.
SOA Wealth Advisors first reported a position in ConocoPhillips in Q4 2020 and has held it in 8 quarters since.
SOA Wealth Advisors's ConocoPhillips position peaked at $23.6K in Q1 2026.
800 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.