True Wealth Design’s ConocoPhillips COP Stock Holding History

True Wealth Design’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	$192K	Buy	1,851 +49	+3%	+$5.81K	0.05%	123
2026 Q1	$238K	Buy	1,802 +238	+15%	+$26.4K	0.07%	74
2025 Q4	$146K	Buy	1,564 +541	+53%	+$48.9K	0.04%	121
2025 Q3	$96.8K	Sell	1,023 -150	-13%	-$14.2K	0.03%	170
2025 Q2	$105K	Sell	1,173 -2,060	-64%	-$185K	0.04%	101
2025 Q1	$340K	Buy	3,233 +2,837	+716%	+$283K	0.13%	21
2024 Q4	$39.3K	Sell	396 -257	-39%	-$27.3K	0.02%	210
2024 Q3	$68.7K	Buy	653 +308	+89%	+$33.8K	0.03%	86
2024 Q2	$39.5K	Buy	345 +12	+4%	+$1.46K	0.01%	177
2024 Q1	$42.4K	Buy	333 +14	+4%	+$1.6K	0.01%	170
2023 Q4	$37K	Hold	319	–	–	0.01%	171
2023 Q3	$38.2K	Hold	319	–	–	0.01%	159
2023 Q2	$33.1K	Hold	319	–	–	0.01%	168
2023 Q1	$31.6K	Sell	319 -6,857	-96%	-$750K	0.01%	183
2022 Q4	$847K	Buy	+7,176	New	+$872K	0.39%	35

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

True Wealth Design's COP Position: Q2 2026 in Review

True Wealth Design increased its ConocoPhillips (COP) stake by 2.7% in Q2 2026, buying an estimated $5.81K and bringing the position to 1,851 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #123.

True Wealth Design first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $847K in Q4 2022. 939 funds tracked by Wall St. Rank hold COP as of Q2 2026.

True Wealth Design held 1,851 shares of ConocoPhillips worth $192K as of Q2 2026.
True Wealth Design bought 49 ConocoPhillips shares in Q2 2026, an estimated $5.81K.
ConocoPhillips made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #123 holding.
True Wealth Design first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's ConocoPhillips position peaked at $847K in Q4 2022.
939 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.