WPA
COP icon

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
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 $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 Preservation Advisors's COP Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its ConocoPhillips (COP) stake by 42% in Q1 2026, selling an estimated $7.53K and leaving 95 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #379.

Wealth Preservation Advisors first reported a position in COP in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q3 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Wealth Preservation Advisors held 95 shares of ConocoPhillips worth $12.5K as of Q1 2026.
  • Wealth Preservation Advisors sold 68 ConocoPhillips shares in Q1 2026, an estimated $7.53K.
  • ConocoPhillips made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #379 holding.
  • Wealth Preservation Advisors first reported a position in ConocoPhillips in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's ConocoPhillips position peaked at $15.4K in Q3 2025.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.