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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
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 $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

Waypoint Wealth Counsel's COP Position: Q1 2026 in Review

Waypoint Wealth Counsel opened a new position in ConocoPhillips (COP) in Q1 2026: 1,785 shares worth $236K. The stake represents 0.12% of the portfolio and ranks #184 among its holdings. This is a return to the name: Waypoint Wealth Counsel previously reported a position in COP as recently as Q1 2025.

Waypoint Wealth Counsel first reported a position in COP in Q1 2025 and has held it in 2 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Waypoint Wealth Counsel held 1,785 shares of ConocoPhillips worth $236K as of Q1 2026.
  • ConocoPhillips was a new Waypoint Wealth Counsel position in Q1 2026.
  • ConocoPhillips made up 0.12% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #184 holding.
  • Waypoint Wealth Counsel first reported a position in ConocoPhillips in Q1 2025 and has held it in 2 quarters since.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.