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Total Clarity Wealth Management’s ConocoPhillips COP Stock Holding History

Total Clarity 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
2025
Q2 		– Sell
-8,491
Closed -$842K – 296
2025
Q1 		$842K Hold
8,491
– – 0.27% 99
2024
Q4 		$842K Buy
+8,491
New +$902K 0.27% 99
2023
Q1 		– Sell
-14,034
Closed -$1.66M – 190
2022
Q4 		$1.66M Sell
14,034
-823
-6% -$100K 0.84% 26
2022
Q3 		$1.52M Buy
14,857
+2,369
+19% +$236K 0.95% 24
2022
Q2 		$1.12M Buy
12,488
+965
+8% +$99.4K 0.58% 45
2022
Q1 		$1.15M Buy
11,523
+2,469
+27% +$227K 0.63% 46
2021
Q4 		$654K Buy
9,054
+1,400
+18% +$102K 0.3% 84
2021
Q3 		$519K Sell
7,654
-25
-0.3% -$1.44K 0.25% 100
2021
Q2 		$468K Buy
7,679
+386
+5% +$21.5K 0.26% 108
2021
Q1 		$386K Buy
7,293
+465
+7% +$22.9K 0.22% 109
2020
Q4 		$273K Buy
6,828
+60
+0.9% +$2.21K 0.19% 124
2020
Q3 		$222K Sell
6,768
-430
-6% -$16.3K 0.19% 115
2020
Q2 		$302K Sell
7,198
-1,305
-15% -$52.8K 0.28% 95
2020
Q1 		$262K Buy
8,503
+200
+2% +$10.2K 0.4% 81
2019
Q4 		$540K Buy
+8,303
New +$488K 0.41% 56

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Total Clarity Wealth Management's COP Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 8,491 shares — an estimated $842K sold.

Total Clarity Wealth Management first reported a position in COP in Q4 2019 and held it in 15 quarters. The position peaked at $1.66M in Q4 2022. 2,289 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Total Clarity Wealth Management reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 8,491 ConocoPhillips shares in Q2 2025, an estimated $842K.
  • Total Clarity Wealth Management first reported a position in ConocoPhillips in Q4 2019 and held it in 15 quarters.
  • Total Clarity Wealth Management's ConocoPhillips position peaked at $1.66M in Q4 2022.
  • 2,289 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.