SWM
COP icon

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
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% +$12.1K 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 		$2.25M 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

Mirae Asset Global Investments
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
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

Spire Wealth Management's COP Position: Q2 2026 in Review

Spire Wealth Management reduced its ConocoPhillips (COP) stake by 23% in Q2 2026, selling an estimated $368K and leaving 10,444 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #373.

Spire Wealth Management first reported a position in COP in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.13M in Q1 2022. 864 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Spire Wealth Management held 10,444 shares of ConocoPhillips worth $1.09M as of Q2 2026.
  • Spire Wealth Management sold 3,107 ConocoPhillips shares in Q2 2026, an estimated $368K.
  • ConocoPhillips made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Spire Wealth Management first reported a position in ConocoPhillips in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ConocoPhillips position peaked at $3.13M in Q1 2022.
  • 864 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.