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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
Q2 		$515K Sell
4,955
-352
-7% -$41.7K 0.05% 116
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
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 $3.37T AUM 44.26% 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

Strategies Wealth Advisors's COP Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its ConocoPhillips (COP) stake by 6.6% in Q2 2026, selling an estimated $41.7K and leaving 4,955 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #116.

Strategies Wealth Advisors first reported a position in COP in Q1 2025 and has held it in 6 quarters since. The position peaked at $811K in Q3 2025. 2,470 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Strategies Wealth Advisors held 4,955 shares of ConocoPhillips worth $515K as of Q2 2026.
  • Strategies Wealth Advisors sold 352 ConocoPhillips shares in Q2 2026, an estimated $41.7K.
  • ConocoPhillips made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Strategies Wealth Advisors first reported a position in ConocoPhillips in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's ConocoPhillips position peaked at $811K in Q3 2025.
  • 2,470 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.