Uniting Wealth Partners’s ConocoPhillips COP Stock Holding History

Uniting 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	$795K	Sell	6,024 -16	-0.3%	-$1.77K	0.17%	80
2025 Q4	$565K	Buy	6,040 +2,149	+55%	+$194K	0.17%	76
2025 Q3	$368K	Buy	3,891 +333	+9%	+$31.5K	0.09%	120
2025 Q2	$319K	Sell	3,558 -1,001	-22%	-$90.1K	0.12%	83
2025 Q1	$479K	Buy	4,559 +3	+0.1%	+$299	0.24%	46
2024 Q4	$452K	Buy	+4,556	New	+$484K	0.22%	53

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Uniting Wealth Partners reduced its ConocoPhillips (COP) stake by 0.26% in Q1 2026, selling an estimated $1.77K and leaving 6,024 shares worth $795K. The position accounts for 0.17% of the portfolio, ranked #80.

Uniting Wealth Partners first reported a position in COP in Q4 2024 and has held it in 6 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Uniting Wealth Partners held 6,024 shares of ConocoPhillips worth $795K as of Q1 2026.
Uniting Wealth Partners sold 16 ConocoPhillips shares in Q1 2026, an estimated $1.77K.
ConocoPhillips made up 0.17% of Uniting Wealth Partners's portfolio in Q1 2026, its #80 holding.
Uniting Wealth Partners first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.