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Sound View Wealth Advisors Group’s ConocoPhillips COP Stock Holding History

Sound View Wealth Advisors Group’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 		$843K Sell
6,387
-20
-0.3% -$2.21K 0.06% 210
2025
Q4 		$600K Buy
6,407
+2,167
+51% +$196K 0.04% 255
2025
Q3 		$401K Sell
4,240
-167
-4% -$15.8K 0.03% 301
2025
Q2 		$395K Buy
4,407
+122
+3% +$11K 0.03% 302
2025
Q1 		$450K Sell
4,285
-2,676
-38% -$267K 0.04% 271
2024
Q4 		$690K Buy
6,961
+807
+13% +$85.7K 0.06% 223
2024
Q3 		$648K Buy
6,154
+740
+14% +$81.3K 0.05% 230
2024
Q2 		$619K Buy
5,414
+204
+4% +$24.8K 0.06% 213
2024
Q1 		$663K Buy
5,210
+1,639
+46% +$187K 0.07% 210
2023
Q4 		$414K Buy
3,571
+134
+4% +$15.7K 0.05% 261
2023
Q3 		$412K Buy
3,437
+211
+7% +$24.5K 0.05% 244
2023
Q2 		$334K Buy
3,226
+67
+2% +$6.88K 0.04% 274
2023
Q1 		$313K Sell
3,159
-412
-12% -$45.1K 0.04% 277
2022
Q4 		$414K Buy
3,571
+552
+18% +$67.1K 0.05% 261
2022
Q3 		$309K Hold
3,019
– – 0.07% 207
2022
Q2 		$271K Sell
3,019
-4
-0.1% -$412 0.06% 231
2022
Q1 		$302K Buy
+3,023
New +$278K 0.06% 241
2020
Q1 		– Sell
-5,879
Closed -$382K – 221
2019
Q4 		$382K Sell
5,879
-95
-2% -$5.59K 0.11% 164
2019
Q3 		$340K Sell
5,974
-47
-0.8% -$2.67K 0.1% 174
2019
Q2 		$367K Buy
+6,021
New +$375K 0.11% 168

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sound View Wealth Advisors Group's COP Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its ConocoPhillips (COP) stake by 0.31% in Q1 2026, selling an estimated $2.21K and leaving 6,387 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #210.

Sound View Wealth Advisors Group first reported a position in COP in Q2 2019 and has held it in 20 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Sound View Wealth Advisors Group held 6,387 shares of ConocoPhillips worth $843K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 20 ConocoPhillips shares in Q1 2026, an estimated $2.21K.
  • ConocoPhillips made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #210 holding.
  • Sound View Wealth Advisors Group first reported a position in ConocoPhillips in Q2 2019 and has held it in 20 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.