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TCI Wealth Advisors’s ConocoPhillips COP Stock Holding History

TCI 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 		– Sell
-1,566
Closed -$207K – 267
2026
Q1 		$207K Buy
+1,566
New +$173K 0.01% 240
2025
Q4 		– Sell
-2,333
Closed -$221K – 259
2025
Q3 		$221K Buy
2,333
+26
+1% +$2.46K 0.01% 238
2025
Q2 		$207K Sell
2,307
-39
-2% -$3.51K 0.01% 239
2025
Q1 		$246K Buy
2,346
+94
+4% +$9.37K 0.02% 192
2024
Q4 		$223K Buy
2,252
+351
+18% +$37.3K 0.02% 209
2024
Q3 		$200K Buy
+1,901
New +$209K 0.02% 236
2024
Q2 		– Sell
-1,628
Closed -$207K – 225
2024
Q1 		$207K Buy
+1,628
New +$186K 0.02% 204
2023
Q4 		– Sell
-1,823
Closed -$218K – 210
2023
Q3 		$218K Buy
+1,823
New +$212K 0.03% 180
2023
Q2 		– Sell
-2,197
Closed -$218K – 637
2023
Q1 		$218K Buy
2,197
+160
+8% +$17.5K 0.03% 175
2022
Q4 		$240K Sell
2,037
-36
-2% -$4.38K 0.03% 158
2022
Q3 		$212K Buy
2,073
+166
+9% +$16.6K 0.03% 154
2022
Q2 		$171K Sell
1,907
-54
-3% -$5.56K 0.03% 183
2022
Q1 		$196K Buy
1,961
+813
+71% +$74.8K 0.03% 176
2021
Q4 		$83K Sell
1,148
-1,728
-60% -$126K 0.01% 301
2021
Q3 		$195K Buy
2,876
+202
+8% +$11.7K 0.03% 190
2021
Q2 		$163K Hold
2,674
– – 0.03% 202
2021
Q1 		$142K Buy
2,674
+22
+0.8% +$1.08K 0.06% 194
2020
Q4 		$106K Hold
2,652
– – 0.05% 223
2020
Q3 		$87K Sell
2,652
-299
-10% -$11.3K 0.03% 225
2020
Q2 		$124K Buy
2,951
+73
+3% +$2.95K 0.05% 186
2020
Q1 		$89K Sell
2,878
-925
-24% -$47.1K 0.04% 221
2019
Q4 		$247K Buy
3,803
+44
+1% +$2.59K 0.1% 148
2019
Q3 		$214K Sell
3,759
-454
-11% -$25.8K 0.1% 138
2019
Q2 		$257K Sell
4,213
-308
-7% -$19.2K 0.12% 121
2019
Q1 		$302K Buy
4,521
+88
+2% +$5.92K 0.13% 114
2018
Q4 		$276K Sell
4,433
-135
-3% -$9.19K 0.13% 114
2018
Q3 		$354K Buy
4,568
+927
+25% +$66.9K 0.15% 106
2018
Q2 		$253K Buy
3,641
+1,206
+50% +$80.3K 0.11% 132
2018
Q1 		$144K Sell
2,435
-813
-25% -$46K 0.07% 173
2017
Q4 		$178K Buy
3,248
+99
+3% +$5.09K 0.08% 168
2017
Q3 		$158K Sell
3,149
-2,377
-43% -$107K 0.08% 164
2017
Q2 		$243K Sell
5,526
-471
-8% -$22K 0.12% 118
2017
Q1 		$299K Sell
5,997
-349
-5% -$16.9K 0.16% 99
2016
Q4 		$318K Buy
6,346
+1,282
+25% +$59.1K 0.17% 97
2016
Q3 		$220K Sell
5,064
-587
-10% -$24.4K 0.12% 123
2016
Q2 		$246K Buy
5,651
+14
+0.2% +$617 0.14% 113
2016
Q1 		$227K Buy
5,637
+751
+15% +$28.6K 0.13% 121
2015
Q4 		$228K Sell
4,886
-123
-2% -$6.43K 0.13% 118
2015
Q3 		$240K Buy
5,009
+584
+13% +$29.7K 0.14% 114
2015
Q2 		$272K Buy
4,425
+200
+5% +$13K 0.16% 105
2015
Q1 		$263K Hold
4,225
– – 0.17% 96
2014
Q4 		$292K Buy
4,225
+224
+6% +$15.6K 0.18% 95
2014
Q3 		$306K Buy
4,001
+272
+7% +$22.3K 0.19% 90
2014
Q2 		$320K Sell
3,729
-232
-6% -$18.1K 0.19% 91
2014
Q1 		$279K Hold
3,961
– – 0.18% 97
2013
Q4 		$280K Hold
3,961
– – 0.18% 95
2013
Q3 		$275K Hold
3,961
– – 0.21% 84
2013
Q2 		$240K Buy
+3,961
New +$241K 0.18% 88

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

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

TCI Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,566 shares — an estimated $207K sold.

TCI Wealth Advisors first reported a position in COP in Q2 2013 and held it in 48 quarters. The position peaked at $354K in Q3 2018. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • TCI Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,566 ConocoPhillips shares in Q2 2026, an estimated $207K.
  • TCI Wealth Advisors first reported a position in ConocoPhillips in Q2 2013 and held it in 48 quarters.
  • TCI Wealth Advisors's ConocoPhillips position peaked at $354K in Q3 2018.
  • 2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.