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Spartan Wealth Advisory Services LLC’s ConocoPhillips COP Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.79M Sell
17,224
-1,095
-6% -$130K 0.15% 127
2026
Q1 		$2.42M Buy
+18,319
New +$2.03M 0.21% 97

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 $3.37T AUM 44.26% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's COP Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its ConocoPhillips (COP) stake by 6% in Q2 2026, selling an estimated $130K and leaving 17,224 shares worth $1.79M. The position accounts for 0.15% of the portfolio, ranked #127.

Spartan Wealth Advisory Services LLC first reported a position in COP in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.42M in Q1 2026. 2,360 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 17,224 shares of ConocoPhillips worth $1.79M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,095 ConocoPhillips shares in Q2 2026, an estimated $130K.
  • ConocoPhillips made up 0.15% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #127 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in ConocoPhillips in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's ConocoPhillips position peaked at $2.42M in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.