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Wealthedge Investment Advisors’s ConocoPhillips COP Stock Holding History

Wealthedge Investment 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 		– Sell
-8,506
Closed -$796K – 145
2025
Q4 		$796K Sell
8,506
-2,867
-25% -$259K 0.29% 75
2025
Q3 		$1.08M Buy
+11,373
New +$1.08M 0.41% 69

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

Wealthedge Investment Advisors's COP Position: Q1 2026 in Review

Wealthedge Investment Advisors sold out of ConocoPhillips (COP) in Q1 2026, closing a stake of 8,506 shares — an estimated $796K sold.

Wealthedge Investment Advisors first reported a position in COP in Q3 2025 and held it in 2 quarters. The position peaked at $1.08M in Q3 2025. 2,571 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Wealthedge Investment Advisors reported no remaining ConocoPhillips position as of Q1 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 8,506 ConocoPhillips shares in Q1 2026, an estimated $796K.
  • Wealthedge Investment Advisors first reported a position in ConocoPhillips in Q3 2025 and held it in 2 quarters.
  • Wealthedge Investment Advisors's ConocoPhillips position peaked at $1.08M in Q3 2025.
  • 2,571 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.