SpringVest Wealth Management’s ConocoPhillips COP Stock Holding History

SpringVest 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	$254K	Sell	2,443 -1	-0%	-$119	0.16%	68
2026 Q1	$323K	Buy	2,444 +103	+4%	+$11.4K	0.22%	53
2025 Q4	$219K	Buy	2,341 +4	+0.2%	+$362	0.15%	66
2025 Q3	$221K	Buy	2,337 +1	+0%	+$95	0.16%	61
2025 Q2	$210K	Buy	2,336 +2	+0.1%	+$180	0.17%	61
2025 Q1	$245K	Buy	2,334 +5	+0.2%	+$499	0.2%	53
2024 Q4	$231K	Buy	+2,329	New	+$247K	0.2%	50

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

SpringVest Wealth Management reduced its ConocoPhillips (COP) stake by 0.04% in Q2 2026, selling an estimated $119 and leaving 2,443 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #68.

SpringVest Wealth Management first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q1 2026. 939 funds tracked by Wall St. Rank hold COP as of Q2 2026.

SpringVest Wealth Management held 2,443 shares of ConocoPhillips worth $254K as of Q2 2026.
SpringVest Wealth Management sold 1 ConocoPhillips share in Q2 2026, an estimated $119.
ConocoPhillips made up 0.16% of SpringVest Wealth Management's portfolio in Q2 2026, its #68 holding.
SpringVest Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's ConocoPhillips position peaked at $323K in Q1 2026.
939 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.