WAS
COP icon

Wealth Advisory Solutions’s ConocoPhillips COP Stock Holding History

Wealth Advisory Solutions’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 		$264K Sell
1,998
-1,375
-41% -$152K 0.06% 115
2025
Q4 		$316K Sell
3,373
-221
-6% -$20K 0.07% 107
2025
Q3 		$340K Buy
3,594
+55
+2% +$5.2K 0.08% 108
2025
Q2 		$318K Buy
3,539
+131
+4% +$11.8K 0.08% 115
2025
Q1 		$358K Buy
3,408
+275
+9% +$27.4K 0.09% 103
2024
Q4 		$311K Buy
3,133
+55
+2% +$5.84K 0.09% 103
2024
Q3 		$324K Buy
3,078
+167
+6% +$18.3K 0.09% 100
2024
Q2 		$333K Sell
2,911
-68
-2% -$8.26K 0.09% 97
2024
Q1 		$379K Buy
2,979
+639
+27% +$72.9K 0.1% 94
2023
Q4 		$272K Sell
2,340
-579
-20% -$67.7K 0.09% 74
2023
Q3 		$350K Buy
+2,919
New +$339K 0.07% 103
2023
Q2 		– Sell
-2,750
Closed -$273K – 99
2023
Q1 		$273K Buy
2,750
+870
+46% +$95.2K 0.07% 108
2022
Q4 		$222K Sell
1,880
-960
-34% -$117K 0.06% 122
2022
Q3 		$291K Sell
2,840
-333
-10% -$33.2K 0.08% 112
2022
Q2 		$285K Sell
3,173
-2
-0.1% -$206 0.07% 119
2022
Q1 		$318K Buy
+3,175
New +$292K 0.07% 119
2021
Q3 		$242K Hold
3,581
– – 0.05% 153
2021
Q2 		$218K Buy
+3,581
New +$200K 0.05% 157
2020
Q1 		– Sell
-4,854
Closed -$315K – 163
2019
Q4 		$315K Buy
+4,854
New +$285K 0.08% 142

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

Wealth Advisory Solutions's COP Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its ConocoPhillips (COP) stake by 41% in Q1 2026, selling an estimated $152K and leaving 1,998 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #115.

Wealth Advisory Solutions first reported a position in COP in Q4 2019 and has held it in 19 quarters since. The position peaked at $379K in Q1 2024. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Wealth Advisory Solutions held 1,998 shares of ConocoPhillips worth $264K as of Q1 2026.
  • Wealth Advisory Solutions sold 1,375 ConocoPhillips shares in Q1 2026, an estimated $152K.
  • ConocoPhillips made up 0.06% of Wealth Advisory Solutions's portfolio in Q1 2026, its #115 holding.
  • Wealth Advisory Solutions first reported a position in ConocoPhillips in Q4 2019 and has held it in 19 quarters since.
  • Wealth Advisory Solutions's ConocoPhillips position peaked at $379K in Q1 2024.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.