Strategies Wealth Advisors’s ConocoPhillips COP Stock Holding History

Strategies Wealth Advisors’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 Q1	$701K	Sell	5,307 -981	-16%	-$109K	0.07%	78
2025 Q4	$589K	Sell	6,288 -2,281	-27%	-$206K	0.06%	85
2025 Q3	$811K	Buy	8,569 +2,193	+34%	+$207K	0.08%	71
2025 Q2	$572K	Buy	6,376 +3,657	+134%	+$329K	0.06%	89
2025 Q1	$286K	Buy	+2,719	New	+$271K	0.03%	144

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Strategies Wealth Advisors's COP Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its ConocoPhillips (COP) stake by 16% in Q1 2026, selling an estimated $109K and leaving 5,307 shares worth $701K. The position accounts for 0.07% of the portfolio, ranked #78.

Strategies Wealth Advisors first reported a position in COP in Q1 2025 and has held it in 5 quarters since. The position peaked at $811K in Q3 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Strategies Wealth Advisors held 5,307 shares of ConocoPhillips worth $701K as of Q1 2026.
Strategies Wealth Advisors sold 981 ConocoPhillips shares in Q1 2026, an estimated $109K.
ConocoPhillips made up 0.07% of Strategies Wealth Advisors's portfolio in Q1 2026, its #78 holding.
Strategies Wealth Advisors first reported a position in ConocoPhillips in Q1 2025 and has held it in 5 quarters since.
Strategies Wealth Advisors's ConocoPhillips position peaked at $811K in Q3 2025.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.