Tanager Wealth Management
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Tanager Wealth Management’s ConocoPhillips COP Stock Holding History

Tanager 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
Q3 		$1.14M Buy
9,110
+366
+4% +$45.3K 0.1% 59
2026
Q2 		$909K Buy
8,744
+172
+2% +$20.4K 0.08% 63
2026
Q1 		$1.13M Buy
8,572
+142
+2% +$15.7K 0.11% 50
2025
Q4 		$789K Sell
8,430
-156
-2% -$14.1K 0.08% 63
2025
Q3 		$812K Buy
8,586
+186
+2% +$17.6K 0.09% 61
2025
Q2 		$754K Buy
8,400
+49
+0.6% +$4.41K 0.09% 59
2025
Q1 		$877K Buy
8,351
+42
+0.5% +$4.19K 0.11% 50
2024
Q4 		$824K Buy
8,309
+17
+0.2% +$1.8K 0.11% 48
2024
Q3 		$873K Sell
8,292
-48
-0.6% -$5.27K 0.12% 43
2024
Q2 		$954K Hold
8,340
– – 0.14% 40
2024
Q1 		$1.06M Hold
8,340
– – 0.17% 37
2023
Q4 		$968K Hold
8,340
– – 0.18% 38
2023
Q3 		$1M Buy
8,340
+29
+0.3% +$3.37K 0.21% 35
2023
Q2 		$866K Sell
8,311
-23
-0.3% -$2.36K 0.19% 41
2023
Q1 		$832K Buy
8,334
+40
+0.5% +$4.38K 0.2% 39
2022
Q4 		$984K Buy
8,294
+2
+0% +$243 0.27% 39
2022
Q3 		$860K Hold
8,292
– – 0.68% 19
2022
Q2 		$751K Buy
+8,292
New +$854K 0.62% 21

Other funds holding COP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Tanager Wealth Management's COP Position: Q3 2026 in Review

Tanager Wealth Management increased its ConocoPhillips (COP) stake by 4.2% in Q3 2026, buying an estimated $45.3K and bringing the position to 9,110 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #59.

Tanager Wealth Management first reported a position in COP in Q2 2022 and has held it in 18 quarters since. 1,970 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Tanager Wealth Management held 9,110 shares of ConocoPhillips worth $1.14M as of Q3 2026.
  • Tanager Wealth Management bought 366 ConocoPhillips shares in Q3 2026, an estimated $45.3K.
  • ConocoPhillips made up 0.1% of Tanager Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Tanager Wealth Management first reported a position in ConocoPhillips in Q2 2022 and has held it in 18 quarters since.
  • 1,970 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.