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Wealth Preservation Advisors’s ConocoPhillips COP Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-95
Closed -$12.5K – 261
2026
Q1 		$12.5K Sell
95
-68
-42% -$7.53K 0.01% 379
2025
Q4 		$15.3K Hold
163
– – 0.01% 273
2025
Q3 		$15.4K Buy
163
+27
+20% +$2.55K 0.01% 270
2025
Q2 		$12.2K Hold
136
– – 0.01% 284
2025
Q1 		$14.3K Buy
+136
New +$13.6K 0.01% 291

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wealth Preservation Advisors's COP Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 95 shares — an estimated $12.5K sold.

Wealth Preservation Advisors first reported a position in COP in Q1 2025 and held it in 5 quarters. The position peaked at $15.4K in Q3 2025. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 95 ConocoPhillips shares in Q2 2026, an estimated $12.5K.
  • Wealth Preservation Advisors first reported a position in ConocoPhillips in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's ConocoPhillips position peaked at $15.4K in Q3 2025.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.