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Wealth Group’s ConocoPhillips COP Stock Holding History

Wealth 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
Q2 		$333K Buy
3,207
+1,377
+75% +$163K 0.08% 92
2026
Q1 		$242K Buy
+1,830
New +$203K 0.23% 76
2025
Q2 		$207K Buy
2,308
+385
+20% +$34.6K 0.21% 86
2025
Q1 		$202K Sell
1,923
-142
-7% -$14.2K 0.13% 153
2024
Q4 		$205K Buy
2,065
+85
+4% +$9.03K 0.13% 156
2024
Q3 		$208K Sell
1,980
-87
-4% -$9.56K 0.14% 146
2024
Q2 		$236K Sell
2,067
-44
-2% -$5.34K 0.17% 133
2024
Q1 		$269K Buy
+2,111
New +$241K 0.2% 120

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Group's COP Position: Q2 2026 in Review

Wealth Group increased its ConocoPhillips (COP) stake by 75% in Q2 2026, buying an estimated $163K and bringing the position to 3,207 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #92.

Wealth Group first reported a position in COP in Q1 2024 and has held it in 8 quarters since. 786 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Wealth Group held 3,207 shares of ConocoPhillips worth $333K as of Q2 2026.
  • Wealth Group bought 1,377 ConocoPhillips shares in Q2 2026, an estimated $163K.
  • ConocoPhillips made up 0.08% of Wealth Group's portfolio in Q2 2026, its #92 holding.
  • Wealth Group first reported a position in ConocoPhillips in Q1 2024 and has held it in 8 quarters since.
  • 786 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.