WBH Advisory’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$290K Sell
2,255
-79
-3% -$8.75K 0.02% 299
2025
Q4
$219K Buy
2,334
+1
+0% +$90 0.02% 331
2025
Q3
$221K Sell
2,333
-34
-1% -$3.21K 0.02% 329
2025
Q2
$212K Sell
2,367
-599
-20% -$53.9K 0.02% 326
2025
Q1
$311K Sell
2,966
-204
-6% -$20.3K 0.03% 266
2024
Q4
$314K Buy
3,170
+415
+15% +$44.1K 0.03% 262
2024
Q3
$290K Buy
2,755
+45
+2% +$4.94K 0.03% 271
2024
Q2
$310K Sell
2,710
-129
-5% -$15.7K 0.03% 255
2024
Q1
$361K Sell
2,839
-725
-20% -$82.7K 0.04% 246
2023
Q4
$414K Sell
3,564
-169
-5% -$19.8K 0.05% 230
2023
Q3
$447K Sell
3,733
-1,241
-25% -$144K 0.05% 213
2023
Q2
$515K Sell
4,974
-204
-4% -$21K 0.06% 201
2023
Q1
$514K Buy
+5,178
New +$567K 0.06% 204
2022
Q3
$690K Sell
6,741
-997
-13% -$99.5K 0.1% 165
2022
Q2
$662K Sell
7,738
-272
-3% -$28K 0.09% 178
2022
Q1
$781K Sell
8,010
-321
-4% -$29.5K 0.1% 168
2021
Q4
$601K Sell
8,331
-96
-1% -$7K 0.07% 200
2021
Q3
$571K Buy
8,427
+5
+0.1% +$289 0.08% 189
2021
Q2
$479K Sell
8,422
-89
-1% -$4.96K 0.07% 185
2021
Q1
$451K Sell
8,511
-195
-2% -$9.61K 0.07% 189
2020
Q4
$395K Sell
8,706
-873
-9% -$32.2K 0.07% 192
2020
Q3
$315K Sell
9,579
-703
-7% -$26.6K 0.06% 195
2020
Q2
$432K Sell
10,282
-398
-4% -$16.1K 0.1% 159
2020
Q1
$328 Sell
10,680
-2,973
-22% -$151K 0.08% 165
2019
Q4
$887K Buy
13,653
+994
+8% +$58.4K 0.18% 117
2019
Q3
$721K Buy
12,659
+28
+0.2% +$1.59K 0.16% 126
2019
Q2
$770K Buy
12,631
+199
+2% +$12.4K 0.18% 118
2019
Q1
$829K Sell
12,432
-274
-2% -$18.4K 0.2% 111
2018
Q4
$792 Sell
12,706
-199
-2% -$13.5K 0.19% 109
2018
Q3
$998K Buy
12,905
+248
+2% +$17.9K 0.24% 99
2018
Q2
$881K Sell
12,657
-124
-1% -$8.26K 0.23% 101
2018
Q1
$757K Sell
12,781
-324
-2% -$18.3K 0.21% 109
2017
Q4
$719K Sell
13,105
-291
-2% -$15K 0.19% 114
2017
Q3
$670K Sell
13,396
-589
-4% -$26.5K 0.19% 111
2017
Q2
$614K Sell
13,985
-54
-0.4% -$2.52K 0.17% 120
2017
Q1
$700K Sell
14,039
-123
-0.9% -$5.94K 0.21% 100
2016
Q4
$710K Sell
14,162
-760
-5% -$35K 0.24% 94
2016
Q3
$648K Sell
14,922
-507
-3% -$21.1K 0.22% 100
2016
Q2
$672K Sell
15,429
-646
-4% -$28.5K 0.26% 87
2016
Q1
$647K Sell
16,075
-897
-5% -$34.1K 0.22% 91
2015
Q4
$792 Sell
16,972
-953
-5% -$49.8K 0.28% 77
2015
Q3
$859K Sell
17,925
-4,893
-21% -$249K 0.36% 69
2015
Q2
$1.4M Sell
22,818
-597
-3% -$38.9K 0.55% 49
2015
Q1
$1.46K Sell
23,415
-1,262
-5% -$81.6K 0.41% 49
2014
Q4
$1.7M Buy
24,677
+404
+2% +$28.2K 0.64% 37
2014
Q3
$1.86M Sell
24,273
-120
-0.5% -$9.82K 0.65% 31
2014
Q2
$2.09M Sell
24,393
-45
-0.2% -$3.51K 0.79% 25
2014
Q1
$1.72M Sell
24,438
-261
-1% -$17.5K 0.68% 31
2013
Q4
$1.75M Buy
24,699
+776
+3% +$55.7K 0.7% 32
2013
Q3
$1.66M Sell
23,923
-359
-1% -$24K 0.74% 29
2013
Q2
$1.47M Buy
+24,282
New +$1.48M 0.68% 36

Other funds holding COP

WBH Advisory's COP Position: Q1 2026 in Review

WBH Advisory reduced its ConocoPhillips (COP) stake by 3.4% in Q1 2026, selling an estimated $8.75K and leaving 2,255 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #299.

WBH Advisory first reported a position in COP in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.09M in Q2 2014. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • WBH Advisory held 2,255 shares of ConocoPhillips worth $290K as of Q1 2026.
  • WBH Advisory sold 79 ConocoPhillips shares in Q1 2026, an estimated $8.75K.
  • ConocoPhillips made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #299 holding.
  • WBH Advisory first reported a position in ConocoPhillips in Q2 2013 and has held it in 51 quarters since.
  • WBH Advisory's ConocoPhillips position peaked at $2.09M in Q2 2014.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.