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Sterling Wealth Management’s ConocoPhillips COP Stock Holding History

Sterling 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 		$313K Hold
3,010
– – 0.08% 96
2026
Q1 		$397K Sell
3,010
-39
-1% -$4.32K 0.11% 76
2025
Q4 		$285K Buy
+3,049
New +$276K 0.08% 86

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Sterling Wealth Management held its ConocoPhillips (COP) position steady in Q2 2026 at 3,010 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #96.

Sterling Wealth Management first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Sterling Wealth Management held 3,010 shares of ConocoPhillips worth $313K as of Q2 2026.
  • Sterling Wealth Management left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.08% of Sterling Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Sterling Wealth Management first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Sterling Wealth Management's ConocoPhillips position peaked at $397K in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.