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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Triad Wealth Partners's COP Position: Q1 2026 in Review

Triad Wealth Partners reduced its ConocoPhillips (COP) stake by 15% in Q1 2026, selling an estimated $76.1K and leaving 3,883 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #274.

Triad Wealth Partners first reported a position in COP in Q2 2024 and has held it in 4 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Triad Wealth Partners held 3,883 shares of ConocoPhillips worth $513K as of Q1 2026.
  • Triad Wealth Partners sold 687 ConocoPhillips shares in Q1 2026, an estimated $76.1K.
  • ConocoPhillips made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #274 holding.
  • Triad Wealth Partners first reported a position in ConocoPhillips in Q2 2024 and has held it in 4 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.