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Summit Wealth Group (Colorado)’s ConocoPhillips COP Stock Holding History

Summit Wealth Group (Colorado)’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 		$336K Buy
3,234
+439
+16% +$52K 0.03% 282
2026
Q1 		$369K Buy
+2,795
New +$309K 0.04% 224

Other funds holding COP

Mirae Asset Global Investments
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
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

Summit Wealth Group (Colorado)'s COP Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its ConocoPhillips (COP) stake by 16% in Q2 2026, buying an estimated $52K and bringing the position to 3,234 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #282.

Summit Wealth Group (Colorado) first reported a position in COP in Q1 2026 and has held it in 2 quarters since. The position peaked at $369K in Q1 2026. 969 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,234 shares of ConocoPhillips worth $336K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 439 ConocoPhillips shares in Q2 2026, an estimated $52K.
  • ConocoPhillips made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #282 holding.
  • Summit Wealth Group (Colorado) first reported a position in ConocoPhillips in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s ConocoPhillips position peaked at $369K in Q1 2026.
  • 969 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.