Turtle Creek Wealth Advisors’s ConocoPhillips COP Stock Holding History

Turtle Creek Wealth 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	$3.61M	Buy	34,726 +13,671	+65%	+$1.62M	0.19%	88
2026 Q1	$2.78M	Buy	21,055 +2,606	+14%	+$289K	0.21%	86
2025 Q4	$1.73M	Buy	18,449 +1,391	+8%	+$126K	0.14%	109
2025 Q3	$1.61M	Buy	17,058 +2,556	+18%	+$242K	0.14%	101
2025 Q2	$1.3M	Buy	14,502 +764	+6%	+$68.7K	0.15%	103
2025 Q1	$1.44M	Buy	+13,738	New	+$1.37M	0.22%	84
2024 Q4	–	Sell	-6,873	Closed	-$724K	–	93
2024 Q3	$724K	Buy	6,873 +158	+2%	+$17.4K	0.15%	83
2024 Q2	$768K	Buy	6,715 +224	+3%	+$27.2K	0.18%	73
2024 Q1	$826K	Buy	6,491 +186	+3%	+$21.2K	0.2%	76
2023 Q4	$732K	Buy	+6,305	New	+$738K	0.22%	78

Other funds holding COP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Turtle Creek Wealth Advisors's COP Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its ConocoPhillips (COP) stake by 65% in Q2 2026, buying an estimated $1.62M and bringing the position to 34,726 shares worth $3.61M. The position accounts for 0.19% of the portfolio, ranked #88.

Turtle Creek Wealth Advisors first reported a position in COP in Q4 2023 and has held it in 10 quarters since. 1,245 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Turtle Creek Wealth Advisors held 34,726 shares of ConocoPhillips worth $3.61M as of Q2 2026.
Turtle Creek Wealth Advisors bought 13,671 ConocoPhillips shares in Q2 2026, an estimated $1.62M.
ConocoPhillips made up 0.19% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Turtle Creek Wealth Advisors first reported a position in ConocoPhillips in Q4 2023 and has held it in 10 quarters since.
1,245 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.