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Triad Wealth Partners’s ConocoPhillips COP Stock Holding History

Triad Wealth Partners’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 		$713K Buy
5,984
+2,101
+54% +$249K 0.04% 251
2026
Q1 		$513K Sell
3,883
-687
-15% -$76.1K 0.04% 274
2025
Q4 		$428K Buy
4,570
+837
+22% +$75.7K 0.04% 301
2025
Q3 		$353K Buy
+3,733
New +$353K 0.05% 255
2024
Q3 		– Sell
-100
Closed -$11.4K – 223
2024
Q2 		$11.4K Buy
+100
New +$12.1K 0.01% 437

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

Triad Wealth Partners's COP Position: Q2 2026 in Review

Triad Wealth Partners increased its ConocoPhillips (COP) stake by 54% in Q2 2026, buying an estimated $249K and bringing the position to 5,984 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #251.

Triad Wealth Partners first reported a position in COP in Q2 2024 and has held it in 5 quarters since. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Triad Wealth Partners held 5,984 shares of ConocoPhillips worth $713K as of Q2 2026.
  • Triad Wealth Partners bought 2,101 ConocoPhillips shares in Q2 2026, an estimated $249K.
  • ConocoPhillips made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #251 holding.
  • Triad Wealth Partners first reported a position in ConocoPhillips in Q2 2024 and has held it in 5 quarters since.
  • 2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.