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Wealth Enhancement Trust Services’s ConocoPhillips COP Stock Holding History

Wealth Enhancement Trust 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 		$301K Buy
2,896
+89
+3% +$10.5K 0.03% 253
2026
Q1 		$371K Buy
2,807
+18
+0.6% +$1.99K 0.04% 229
2025
Q4 		$261K Buy
+2,789
New +$252K 0.03% 240

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its ConocoPhillips (COP) stake by 3.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,896 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #253.

Wealth Enhancement Trust Services first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q1 2026. 1,951 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,896 shares of ConocoPhillips worth $301K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 89 ConocoPhillips shares in Q2 2026, an estimated $10.5K.
  • ConocoPhillips made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #253 holding.
  • Wealth Enhancement Trust Services first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's ConocoPhillips position peaked at $371K in Q1 2026.
  • 1,951 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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