Wealth Enhancement Advisory Services
COP icon

Wealth Enhancement Advisory Services’s ConocoPhillips COP Stock Holding History

Wealth Enhancement Advisory Services’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 		$39.7M Buy
404,273
+162,263
+67% +$19.2M 0.07% 253
2026
Q1 		$26.7M Sell
242,010
-40,451
-14% -$4.48M 0.05% 310
2025
Q4 		$27.3M Buy
282,461
+16,343
+6% +$1.48M 0.04% 394
2025
Q3 		$25.3M Buy
266,118
+11,554
+5% +$1.09M 0.04% 395
2025
Q2 		$23.8M Sell
254,564
-14,590
-5% -$1.31M 0.04% 374
2025
Q1 		$28.3M Buy
269,154
+34,284
+15% +$3.42M 0.05% 318
2024
Q4 		$23.3M Buy
234,870
+67,989
+41% +$7.22M 0.04% 343
2024
Q3 		$17.6M Sell
166,881
-51,433
-24% -$5.65M 0.04% 374
2024
Q2 		$25M Sell
218,314
-29,695
-12% -$3.61M 0.06% 290
2024
Q1 		$31.6M Buy
248,009
+1,243
+0.5% +$142K 0.08% 243
2023
Q4 		$28.6M Buy
246,766
+49,792
+25% +$5.83M 0.08% 224
2023
Q3 		$23.6M Buy
196,974
+144,396
+275% +$16.8M 0.08% 245
2023
Q2 		$5.45M Buy
52,578
+40,646
+341% +$4.18M 0.06% 125
2023
Q1 		$1.18M Sell
11,932
-27,161
-69% -$2.97M 0.01% 286
2022
Q4 		$4.71M Sell
39,093
-77,061
-66% -$9.37M 0.06% 124
2022
Q3 		$13.8M Buy
116,154
+67,348
+138% +$6.72M 0.2% 68
2022
Q2 		$4.22M Sell
48,806
-44,719
-48% -$4.61M 0.06% 144
2022
Q1 		$9.4M Buy
93,525
+1,823
+2% +$168K 0.13% 84
2021
Q4 		$8.2M Buy
91,702
+17,182
+23% +$1.25M 0.12% 78
2021
Q3 		$5.71M Buy
+74,520
New +$4.3M 0.08% 101
2020
Q1 		– Sell
-20,603
Closed -$1.34M – 227
2019
Q4 		$1.34M Buy
20,603
+608
+3% +$35.8K 0.05% 149
2019
Q3 		$1.13M Buy
+19,995
New +$1.14M 0.05% 143
2017
Q2 		– Sell
-24,165
Closed -$1.18M – 149
2017
Q1 		$1.18M Buy
+24,165
New +$1.17M 0.13% 79

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's COP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ConocoPhillips (COP) stake by 67% in Q2 2026, buying an estimated $19.2M and bringing the position to 404,273 shares worth $39.7M. The position accounts for 0.07% of the portfolio, ranked #253.

Wealth Enhancement Advisory Services first reported a position in COP in Q1 2017 and has held it in 23 quarters since. 421 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 404,273 shares of ConocoPhillips worth $39.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 162,263 ConocoPhillips shares in Q2 2026, an estimated $19.2M.
  • ConocoPhillips made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #253 holding.
  • Wealth Enhancement Advisory Services first reported a position in ConocoPhillips in Q1 2017 and has held it in 23 quarters since.
  • 421 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.