TrueWealth Advisors’s ConocoPhillips COP Stock Holding History

TrueWealth Advisors’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	$631K	Sell	6,071 -66	-1%	-$7.82K	0.14%	129
2026 Q1	$810K	Buy	6,137 +1,544	+34%	+$171K	0.2%	94
2025 Q4	$430K	Buy	+4,593	New	+$415K	0.11%	152
2024 Q3	–	Sell	-3,481	Closed	-$398K	–	225
2024 Q2	$398K	Buy	+3,481	New	+$423K	0.15%	112
2023 Q4	–	Sell	-1,984	Closed	-$238K	–	200
2023 Q3	$238K	Buy	+1,984	New	+$230K	0.1%	161
2023 Q1	–	Sell	-1,894	Closed	-$223K	–	185
2022 Q4	$223K	Buy	+1,894	New	+$230K	0.1%	164

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

TrueWealth Advisors's COP Position: Q2 2026 in Review

TrueWealth Advisors reduced its ConocoPhillips (COP) stake by 1.1% in Q2 2026, selling an estimated $7.82K and leaving 6,071 shares worth $631K. The position accounts for 0.14% of the portfolio, ranked #129.

TrueWealth Advisors first reported a position in COP in Q4 2022 and has held it in 6 quarters since. The position peaked at $810K in Q1 2026. 938 funds tracked by Wall St. Rank hold COP as of Q2 2026.

TrueWealth Advisors held 6,071 shares of ConocoPhillips worth $631K as of Q2 2026.
TrueWealth Advisors sold 66 ConocoPhillips shares in Q2 2026, an estimated $7.82K.
ConocoPhillips made up 0.14% of TrueWealth Advisors's portfolio in Q2 2026, its #129 holding.
TrueWealth Advisors first reported a position in ConocoPhillips in Q4 2022 and has held it in 6 quarters since.
TrueWealth Advisors's ConocoPhillips position peaked at $810K in Q1 2026.
938 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.