Spire Wealth Management
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Spire Wealth Management’s ConocoPhillips COP Stock Holding History

Spire 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
Q3 		$1.16M Sell
9,247
-1,197
-11% -$148K 0.04% 357
2026
Q2 		$1.09M Sell
10,444
-3,107
-23% -$368K 0.03% 373
2026
Q1 		$1.79M Buy
13,551
+2,225
+20% +$246K 0.06% 276
2025
Q4 		$1.06M Buy
11,326
+672
+6% +$60.8K 0.04% 379
2025
Q3 		$1.01M Buy
10,654
+31
+0.3% +$2.93K 0.03% 374
2025
Q2 		$953K Sell
10,623
-8,023
-43% -$722K 0.03% 371
2025
Q1 		$1.96M Buy
18,646
+1,776
+11% +$177K 0.06% 269
2024
Q4 		$1.67M Buy
16,870
+323
+2% +$34.3K 0.05% 267
2024
Q3 		$1.74M Sell
16,547
-767
-4% -$84.2K 0.06% 264
2024
Q2 		$1.98M Buy
17,314
+229
+1% +$27.8K 0.07% 232
2024
Q1 		$2.17M Sell
17,085
-908
-5% -$104K 0.04% 235
2023
Q4 		$1.94M Buy
17,993
+103
+0.6% +$12K 0.06% 247
2023
Q3 		$2.14M Buy
17,890
+12
+0.1% +$1.39K 0.08% 212
2023
Q2 		$1.85M Sell
17,878
-615
-3% -$63.2K 0.07% 249
2023
Q1 		$1.83M Buy
18,493
+4,192
+29% +$459K 0.07% 237
2022
Q4 		$1.69M Buy
14,301
+1,725
+14% +$210K 0.1% 169
2022
Q3 		$1.29M Sell
12,576
-12,416
-50% -$1.24M 0.08% 176
2022
Q2 		$2.24M Sell
24,992
-6,295
-20% -$649K 0.09% 190
2022
Q1 		$3.13M Sell
31,287
-9,288
-23% -$854K 0.08% 205
2021
Q4 		$2.93M Buy
40,575
+6,973
+21% +$508K 0.07% 252
2021
Q3 		$2.29M Buy
33,602
+209
+0.6% +$12.1K 0.06% 260
2021
Q2 		$2.03M Sell
33,393
-8,190
-20% -$456K 0.06% 285
2021
Q1 		$2.2M Buy
+41,583
New +$2.05M 0.06% 261

Other funds holding COP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Spire Wealth Management's COP Position: Q3 2026 in Review

Spire Wealth Management reduced its ConocoPhillips (COP) stake by 11% in Q3 2026, selling an estimated $148K and leaving 9,247 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #357.

Spire Wealth Management first reported a position in COP in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.13M in Q1 2022. 1,466 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Spire Wealth Management held 9,247 shares of ConocoPhillips worth $1.16M as of Q3 2026.
  • Spire Wealth Management sold 1,197 ConocoPhillips shares in Q3 2026, an estimated $148K.
  • ConocoPhillips made up 0.04% of Spire Wealth Management's portfolio in Q3 2026, its #357 holding.
  • Spire Wealth Management first reported a position in ConocoPhillips in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's ConocoPhillips position peaked at $3.13M in Q1 2022.
  • 1,466 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.