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Waypoint Wealth Counsel’s ConocoPhillips COP Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,785
Closed -$236K – 170
2026
Q1 		$236K Buy
+1,785
New +$198K 0.12% 184
2025
Q2 		– Sell
-2,124
Closed -$223K – 195
2025
Q1 		$223K Buy
+2,124
New +$212K 0.14% 101

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Waypoint Wealth Counsel's COP Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,785 shares — an estimated $236K sold.

Waypoint Wealth Counsel first reported a position in COP in Q1 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 2,465 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,785 ConocoPhillips shares in Q2 2026, an estimated $236K.
  • Waypoint Wealth Counsel first reported a position in ConocoPhillips in Q1 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's ConocoPhillips position peaked at $236K in Q1 2026.
  • 2,465 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.