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Wealthspan Partners’s ConocoPhillips COP Stock Holding History

Wealthspan 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
2026
Q1 		$1.08M Sell
8,180
-784
-9% -$86.8K 0.38% 46
2025
Q4 		$839K Sell
8,964
-40
-0.4% -$3.62K 0.3% 58
2025
Q3 		$852K Sell
9,004
-348
-4% -$32.9K 0.33% 51
2025
Q2 		$839K Sell
9,352
-339
-3% -$30.5K 0.35% 49
2025
Q1 		$1.02M Sell
9,691
-791
-8% -$78.9K 0.47% 38
2024
Q4 		$1.04M Sell
10,482
-259
-2% -$27.5K 0.5% 37
2024
Q3 		$1.13M Buy
10,741
+1
+0% +$110 0.56% 33
2024
Q2 		$1.23M Sell
10,740
-3,177
-23% -$386K 0.68% 29
2024
Q1 		$1.77M Sell
13,917
-489
-3% -$55.8K 1.04% 21
2023
Q4 		$1.67M Sell
14,406
-102
-0.7% -$11.9K 1.17% 20
2023
Q3 		$1.74M Sell
14,508
-1,104
-7% -$128K 1.37% 17
2023
Q2 		$1.62M Sell
15,612
-58
-0.4% -$5.96K 1.28% 17
2023
Q1 		$1.55M Buy
15,670
+9,425
+151% +$1.03M 1.33% 16
2022
Q4 		$737K Buy
6,245
+98
+2% +$11.9K 0.67% 29
2022
Q3 		$629K Buy
6,147
+181
+3% +$18.1K 0.65% 33
2022
Q2 		$536K Buy
5,966
+743
+14% +$76.6K 0.55% 34
2022
Q1 		$522K Buy
5,223
+312
+6% +$28.7K 0.47% 38
2021
Q4 		$354K Buy
+4,911
New +$358K 0.31% 52

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

Wealthspan Partners's COP Position: Q1 2026 in Review

Wealthspan Partners reduced its ConocoPhillips (COP) stake by 8.7% in Q1 2026, selling an estimated $86.8K and leaving 8,180 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #46.

Wealthspan Partners first reported a position in COP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.77M in Q1 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Wealthspan Partners held 8,180 shares of ConocoPhillips worth $1.08M as of Q1 2026.
  • Wealthspan Partners sold 784 ConocoPhillips shares in Q1 2026, an estimated $86.8K.
  • ConocoPhillips made up 0.38% of Wealthspan Partners's portfolio in Q1 2026, its #46 holding.
  • Wealthspan Partners first reported a position in ConocoPhillips in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's ConocoPhillips position peaked at $1.77M in Q1 2024.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.