TVPW
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Third View Private Wealth’s ConocoPhillips COP Stock Holding History

Third View Private Wealth’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 		$379K Buy
3,647
+606
+20% +$71.8K 0.05% 220
2026
Q1 		$401K Buy
3,041
+540
+22% +$59.8K 0.06% 192
2025
Q4 		$234K Buy
+2,501
New +$226K 0.03% 253

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Third View Private Wealth's COP Position: Q2 2026 in Review

Third View Private Wealth increased its ConocoPhillips (COP) stake by 20% in Q2 2026, buying an estimated $71.8K and bringing the position to 3,647 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #220.

Third View Private Wealth first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q1 2026. 1,570 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Third View Private Wealth held 3,647 shares of ConocoPhillips worth $379K as of Q2 2026.
  • Third View Private Wealth bought 606 ConocoPhillips shares in Q2 2026, an estimated $71.8K.
  • ConocoPhillips made up 0.05% of Third View Private Wealth's portfolio in Q2 2026, its #220 holding.
  • Third View Private Wealth first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's ConocoPhillips position peaked at $401K in Q1 2026.
  • 1,570 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.