Strategic Wealth Partners’s ConocoPhillips COP Stock Holding History

Strategic Wealth Partners’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	$76.6K	Sell	737 -11	-1%	-$1.3K	﹤0.01%	450
2026 Q1	$98.7K	Buy	748 +31	+4%	+$3.43K	0.01%	401
2025 Q4	$67.1K	Sell	717 -1	-0.1%	-$90	﹤0.01%	466
2025 Q3	$67.9K	Sell	718 -1,381	-66%	-$131K	0.01%	497
2025 Q2	$188K	Buy	+2,099	New	+$189K	0.01%	320
2024 Q4	$236K	Sell	2,433 -2,514	-51%	-$267K	0.02%	288
2024 Q3	$521K	Buy	4,947 +34	+0.7%	+$3.73K	0.05%	201
2024 Q2	$562K	Buy	4,913 +3,169	+182%	+$385K	0.06%	184
2024 Q1	$222K	Buy	+1,744	New	+$199K	0.02%	260
2019 Q4	–	Sell	-541	Closed	-$19K	–	199
2019 Q3	$19K	Hold	541	–	–	0.1%	118
2019 Q2	$33K	Sell	541 -28	-5%	-$1.74K	0.02%	268
2019 Q1	$38K	Buy	569 +286	+101%	+$19.2K	0.02%	264
2018 Q4	$19K	Buy	+283	New	+$19.3K	0.01%	357

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Strategic Wealth Partners's COP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its ConocoPhillips (COP) stake by 1.5% in Q2 2026, selling an estimated $1.3K and leaving 737 shares worth $76.6K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Strategic Wealth Partners first reported a position in COP in Q4 2018 and has held it in 13 quarters since. The position peaked at $562K in Q2 2024. 2,450 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Strategic Wealth Partners held 737 shares of ConocoPhillips worth $76.6K as of Q2 2026.
Strategic Wealth Partners sold 11 ConocoPhillips shares in Q2 2026, an estimated $1.3K.
ConocoPhillips made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #450 holding.
Strategic Wealth Partners first reported a position in ConocoPhillips in Q4 2018 and has held it in 13 quarters since.
Strategic Wealth Partners's ConocoPhillips position peaked at $562K in Q2 2024.
2,450 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.