WMA
COP icon

Wealth Management Associates’s ConocoPhillips COP Stock Holding History

Wealth Management Associates’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 		$903K Buy
6,841
+1,130
+20% +$125K 0.31% 69
2025
Q4 		$535K Sell
5,711
-203
-3% -$18.4K 0.19% 98
2025
Q3 		$559K Sell
5,914
-2,800
-32% -$265K 0.2% 92
2025
Q2 		$782K Buy
8,714
+2,666
+44% +$240K 0.3% 66
2025
Q1 		$635K Sell
6,048
-225
-4% -$22.4K 0.27% 72
2024
Q4 		$622K Buy
6,273
+37
+0.6% +$3.93K 0.27% 73
2024
Q3 		$656K Sell
6,236
-307
-5% -$33.7K 0.29% 70
2024
Q2 		$748K Hold
6,543
– – 0.35% 62
2024
Q1 		$748K Sell
6,543
-5,252
-45% -$599K 0.35% 62
2023
Q4 		$1.37M Buy
11,795
+101
+0.9% +$11.8K 0.72% 31
2023
Q3 		$1.4M Buy
11,694
+449
+4% +$52.1K 0.82% 27
2023
Q2 		$1.17M Buy
11,245
+1,605
+17% +$165K 0.66% 35
2023
Q1 		$956K Sell
9,640
-79
-0.8% -$8.64K 0.59% 41
2022
Q4 		$1.15M Sell
9,719
-372
-4% -$45.2K 0.76% 31
2022
Q3 		$1.03M Buy
10,091
+371
+4% +$37K 0.73% 31
2022
Q2 		$873K Sell
9,720
-60
-0.6% -$6.18K 0.6% 38
2022
Q1 		$978K Buy
9,780
+1,388
+17% +$128K 0.55% 41
2021
Q4 		$606K Buy
8,392
+171
+2% +$12.5K 0.33% 79
2021
Q3 		$557K Buy
8,221
+1,227
+18% +$70.8K 0.33% 76
2021
Q2 		$426K Buy
6,994
+1,752
+33% +$97.6K 0.24% 112
2021
Q1 		$278K Buy
+5,242
New +$258K 0.18% 137

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 Management Associates's COP Position: Q1 2026 in Review

Wealth Management Associates increased its ConocoPhillips (COP) stake by 20% in Q1 2026, buying an estimated $125K and bringing the position to 6,841 shares worth $903K. The position accounts for 0.31% of the portfolio, ranked #69.

Wealth Management Associates first reported a position in COP in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q3 2023. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Wealth Management Associates held 6,841 shares of ConocoPhillips worth $903K as of Q1 2026.
  • Wealth Management Associates bought 1,130 ConocoPhillips shares in Q1 2026, an estimated $125K.
  • ConocoPhillips made up 0.31% of Wealth Management Associates's portfolio in Q1 2026, its #69 holding.
  • Wealth Management Associates first reported a position in ConocoPhillips in Q1 2021 and has held it in 21 quarters since.
  • Wealth Management Associates's ConocoPhillips position peaked at $1.4M in Q3 2023.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.