WealthShield Partners’s ConocoPhillips COP Stock Holding History

WealthShield Partners’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
2025 Q4	–	Sell	-2,149	Closed	-$203K	–	571
2025 Q3	$203K	Buy	+2,149	New	+$203K	0.02%	340
2025 Q2	–	Sell	-2,064	Closed	-$217K	–	561
2025 Q1	$217K	Buy	+2,064	New	+$206K	0.03%	302
2024 Q4	–	Sell	-1,998	Closed	-$210K	–	501
2024 Q3	$210K	Buy	+1,998	New	+$219K	0.03%	288
2023 Q4	–	Sell	-1,706	Closed	-$205K	–	482
2023 Q3	$205K	Buy	+1,706	New	+$198K	0.03%	289
2022 Q3	–	Sell	-2,445	Closed	-$221K	–	293
2022 Q2	$221K	Sell	2,445 -227	-8%	-$23.4K	0.04%	276
2022 Q1	$268K	Buy	+2,672	New	+$246K	0.04%	293
2021 Q3	–	Sell	-6,162	Closed	-$375K	–	323
2021 Q2	$375K	Buy	6,162 +1,102	+22%	+$61.4K	0.06%	184
2021 Q1	$268K	Buy	5,060 +2	+0%	+$99	0.05%	219
2020 Q4	$202K	Buy	+5,058	New	+$186K	0.04%	290

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

WealthShield Partners's COP Position: Q4 2025 in Review

WealthShield Partners sold out of ConocoPhillips (COP) in Q4 2025, closing a stake of 2,149 shares — an estimated $203K sold.

WealthShield Partners first reported a position in COP in Q4 2020 and held it in 9 quarters. The position peaked at $375K in Q2 2021. 2,356 funds tracked by Wall St. Rank hold COP as of Q4 2025.

WealthShield Partners reported no remaining ConocoPhillips position as of Q4 2025 after selling out during the quarter.
WealthShield Partners sold 2,149 ConocoPhillips shares in Q4 2025, an estimated $203K.
WealthShield Partners first reported a position in ConocoPhillips in Q4 2020 and held it in 9 quarters.
WealthShield Partners's ConocoPhillips position peaked at $375K in Q2 2021.
2,356 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2025.

Based on WealthShield Partners's 13F filing for Q4 2025, filed 3 Feb 2026.