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Visionary Wealth Advisors’s ConocoPhillips COP Stock Holding History

Visionary 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
Q1 		$464K Buy
3,516
+44
+1% +$4.87K 0.02% 416
2025
Q4 		$325K Sell
3,472
-770
-18% -$69.6K 0.01% 484
2025
Q3 		$401K Sell
4,242
-257
-6% -$24.3K 0.02% 434
2025
Q2 		$404K Sell
4,499
-6,584
-59% -$592K 0.02% 398
2025
Q1 		$1.16M Buy
11,083
+5,034
+83% +$502K 0.07% 238
2024
Q4 		$600K Buy
6,049
+1,394
+30% +$148K 0.04% 325
2024
Q3 		$490K Sell
4,655
-47
-1% -$5.16K 0.03% 348
2024
Q2 		$538K Sell
4,702
-442
-9% -$53.7K 0.04% 319
2024
Q1 		$655K Sell
5,144
-71
-1% -$8.1K 0.04% 285
2023
Q4 		$605K Buy
5,215
+5
+0.1% +$585 0.04% 289
2023
Q3 		$624K Sell
5,210
-42
-0.8% -$4.88K 0.05% 266
2023
Q2 		$544K Sell
5,252
-1,791
-25% -$184K 0.04% 283
2023
Q1 		$699K Buy
7,043
+170
+2% +$18.6K 0.06% 237
2022
Q4 		$811K Buy
6,873
+1,487
+28% +$181K 0.07% 197
2022
Q3 		$551K Sell
5,386
-263
-5% -$26.2K 0.06% 215
2022
Q2 		$507K Sell
5,649
-1,020
-15% -$105K 0.05% 239
2022
Q1 		$667K Sell
6,669
-793
-11% -$72.9K 0.05% 215
2021
Q4 		$539K Buy
7,462
+3,951
+113% +$288K 0.04% 223
2021
Q3 		$238K Sell
3,511
-100
-3% -$5.77K 0.02% 275
2021
Q2 		$220K Buy
+3,611
New +$201K 0.02% 307
2020
Q1 		– Sell
-4,336
Closed -$282K – 202
2019
Q4 		$282K Buy
+4,336
New +$255K 0.05% 170

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

Visionary Wealth Advisors's COP Position: Q1 2026 in Review

Visionary Wealth Advisors increased its ConocoPhillips (COP) stake by 1.3% in Q1 2026, buying an estimated $4.87K and bringing the position to 3,516 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #416.

Visionary Wealth Advisors first reported a position in COP in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Visionary Wealth Advisors held 3,516 shares of ConocoPhillips worth $464K as of Q1 2026.
  • Visionary Wealth Advisors bought 44 ConocoPhillips shares in Q1 2026, an estimated $4.87K.
  • ConocoPhillips made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #416 holding.
  • Visionary Wealth Advisors first reported a position in ConocoPhillips in Q4 2019 and has held it in 21 quarters since.
  • Visionary Wealth Advisors's ConocoPhillips position peaked at $1.16M in Q1 2025.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.