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Wealth Dimensions Group’s ConocoPhillips COP Stock Holding History

Wealth Dimensions Group’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 		$467K Buy
3,541
+114
+3% +$12.6K 0.09% 108
2025
Q4 		$321K Sell
3,427
-402
-10% -$36.4K 0.06% 127
2025
Q3 		$362K Buy
3,829
+4
+0.1% +$378 0.07% 121
2025
Q2 		$343K Buy
3,825
+27
+0.7% +$2.43K 0.08% 121
2025
Q1 		$399K Sell
3,798
-117
-3% -$11.7K 0.1% 107
2024
Q4 		$388K Buy
3,915
+1,277
+48% +$136K 0.1% 103
2024
Q3 		$278K Sell
2,638
-231
-8% -$25.4K 0.07% 120
2024
Q2 		$328K Buy
2,869
+1
+0% +$121 0.09% 103
2024
Q1 		$365K Sell
2,868
-56
-2% -$6.39K 0.11% 99
2023
Q4 		$339K Buy
2,924
+5
+0.2% +$585 0.11% 103
2023
Q3 		$350K Buy
2,919
+93
+3% +$10.8K 0.13% 96
2023
Q2 		$293K Sell
2,826
-117
-4% -$12K 0.11% 109
2023
Q1 		$292K Buy
2,943
+105
+4% +$11.5K 0.11% 103
2022
Q4 		$335K Buy
2,838
+6
+0.2% +$729 0.14% 97
2022
Q3 		$290K Buy
2,832
+77
+3% +$7.68K 0.14% 94
2022
Q2 		$247K Buy
2,755
+174
+7% +$17.9K 0.12% 105
2022
Q1 		$258K Buy
+2,581
New +$237K 0.12% 116

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 Dimensions Group's COP Position: Q1 2026 in Review

Wealth Dimensions Group increased its ConocoPhillips (COP) stake by 3.3% in Q1 2026, buying an estimated $12.6K and bringing the position to 3,541 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #108.

Wealth Dimensions Group first reported a position in COP in Q1 2022 and has held it in 17 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Wealth Dimensions Group held 3,541 shares of ConocoPhillips worth $467K as of Q1 2026.
  • Wealth Dimensions Group bought 114 ConocoPhillips shares in Q1 2026, an estimated $12.6K.
  • ConocoPhillips made up 0.09% of Wealth Dimensions Group's portfolio in Q1 2026, its #108 holding.
  • Wealth Dimensions Group first reported a position in ConocoPhillips in Q1 2022 and has held it in 17 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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