WCG Wealth Advisors’s ConocoPhillips COP Stock Holding History

WCG 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 Q2	$6.22M	Buy	59,865 +3,675	+7%	+$436K	0.15%	142
2026 Q1	$7.42M	Buy	56,190 +2,846	+5%	+$315K	0.21%	114
2025 Q4	$4.99M	Buy	53,344 +29,553	+124%	+$2.67M	0.14%	147
2025 Q3	$2.25M	Sell	23,791 -2,598	-10%	-$246K	0.14%	141
2025 Q2	$2.37M	Buy	26,389 +981	+4%	+$88.3K	0.15%	141
2025 Q1	$2.67M	Buy	25,408 +4,766	+23%	+$475K	0.2%	119
2024 Q4	$2.05M	Buy	20,642 +1,088	+6%	+$116K	0.14%	147
2024 Q3	$2.06M	Buy	19,554 +1,662	+9%	+$183K	0.14%	153
2024 Q2	$2.05M	Sell	17,892 -409	-2%	-$49.7K	0.15%	136
2024 Q1	$2.33M	Sell	18,301 -3,533	-16%	-$403K	0.19%	111
2023 Q4	$2.53M	Sell	21,834 -1,573	-7%	-$184K	0.19%	110
2023 Q3	$2.84M	Buy	23,407 +4,605	+24%	+$535K	0.21%	107
2023 Q2	$1.95M	Buy	+18,802	New	+$1.93M	0.23%	84
2022 Q4	–	Sell	-5,520	Closed	-$565K	–	176
2022 Q3	$565K	Buy	5,520 +134	+2%	+$13.4K	0.07%	172
2022 Q2	$484K	Buy	+5,386	New	+$555K	0.07%	174

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WCG Wealth Advisors's COP Position: Q2 2026 in Review

WCG Wealth Advisors increased its ConocoPhillips (COP) stake by 6.5% in Q2 2026, buying an estimated $436K and bringing the position to 59,865 shares worth $6.22M. The position accounts for 0.15% of the portfolio, ranked #142.

WCG Wealth Advisors first reported a position in COP in Q2 2022 and has held it in 15 quarters since. The position peaked at $7.42M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

WCG Wealth Advisors held 59,865 shares of ConocoPhillips worth $6.22M as of Q2 2026.
WCG Wealth Advisors bought 3,675 ConocoPhillips shares in Q2 2026, an estimated $436K.
ConocoPhillips made up 0.15% of WCG Wealth Advisors's portfolio in Q2 2026, its #142 holding.
WCG Wealth Advisors first reported a position in ConocoPhillips in Q2 2022 and has held it in 15 quarters since.
WCG Wealth Advisors's ConocoPhillips position peaked at $7.42M in Q1 2026.
2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.