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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
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
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

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

WCG Wealth Advisors increased its ConocoPhillips (COP) stake by 5.3% in Q1 2026, buying an estimated $315K and bringing the position to 56,190 shares worth $7.42M. The position accounts for 0.21% of the portfolio, ranked #114.

WCG Wealth Advisors first reported a position in COP in Q2 2022 and has held it in 14 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • WCG Wealth Advisors held 56,190 shares of ConocoPhillips worth $7.42M as of Q1 2026.
  • WCG Wealth Advisors bought 2,846 ConocoPhillips shares in Q1 2026, an estimated $315K.
  • ConocoPhillips made up 0.21% of WCG Wealth Advisors's portfolio in Q1 2026, its #114 holding.
  • WCG Wealth Advisors first reported a position in ConocoPhillips in Q2 2022 and has held it in 14 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.