Wealthspire Advisors (New York)’s ConocoPhillips COP Stock Holding History

Wealthspire Advisors (New York)’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	$838K	Sell	6,352 -4,258	-40%	-$472K	0.01%	445
2025 Q4	$993K	Buy	10,610 +3,696	+53%	+$334K	0.01%	429
2025 Q3	$654K	Sell	6,914 -2,753	-28%	-$260K	﹤0.01%	480
2025 Q2	$867K	Buy	9,667 +1,917	+25%	+$172K	﹤0.01%	420
2025 Q1	$814K	Buy	7,750 +526	+7%	+$52.5K	﹤0.01%	429
2024 Q4	$716K	Sell	7,224 -1,616	-18%	-$172K	0.01%	436
2024 Q3	$931K	Buy	8,840 +695	+9%	+$76.3K	0.01%	383
2024 Q2	$932K	Buy	8,145 +641	+9%	+$77.8K	0.01%	324
2024 Q1	$955K	Sell	7,504 -1,161	-13%	-$132K	0.01%	323
2023 Q4	$1.01M	Buy	8,665 +3,884	+81%	+$454K	0.01%	307
2023 Q3	$573K	Buy	4,781 +2,083	+77%	+$242K	0.01%	368
2023 Q2	$280K	Sell	2,698 -2,581	-49%	-$265K	﹤0.01%	467
2023 Q1	$524K	Sell	5,279 -877	-14%	-$96K	0.01%	347
2022 Q4	$726K	Buy	6,156 +2,993	+95%	+$364K	0.01%	311
2022 Q3	$324K	Sell	3,163 -263	-8%	-$26.2K	0.01%	402
2022 Q2	$308K	Buy	+3,426	New	+$353K	0.01%	393
2022 Q1	–	Sell	-8,555	Closed	-$617K	–	459
2021 Q4	$617K	Sell	8,555 -4,744	-36%	-$346K	0.01%	287
2021 Q3	$901K	Buy	13,299 +8,090	+155%	+$467K	0.02%	265
2021 Q2	$317K	Sell	5,209 -15,068	-74%	-$840K	0.01%	282
2021 Q1	$1.07M	Buy	20,277 +9,142	+82%	+$451K	0.03%	251
2020 Q4	$445K	Buy	+11,135	New	+$410K	0.01%	329
2020 Q2	–	Sell	-16,077	Closed	-$495K	–	323
2020 Q1	$495K	Buy	16,077 +11,214	+231%	+$571K	0.02%	292
2019 Q4	$316K	Buy	4,863 +1,219	+33%	+$71.7K	0.02%	143
2019 Q3	$208K	Buy	+3,644	New	+$207K	0.02%	155
2019 Q1	–	Sell	-832	Closed	-$52K	–	201
2018 Q4	$52K	Buy	+832	New	+$56.6K	0.01%	180

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealthspire Advisors (New York)'s COP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its ConocoPhillips (COP) stake by 40% in Q1 2026, selling an estimated $472K and leaving 6,352 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #445.

Wealthspire Advisors (New York) first reported a position in COP in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.07M in Q1 2021. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Wealthspire Advisors (New York) held 6,352 shares of ConocoPhillips worth $838K as of Q1 2026.
Wealthspire Advisors (New York) sold 4,258 ConocoPhillips shares in Q1 2026, an estimated $472K.
ConocoPhillips made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #445 holding.
Wealthspire Advisors (New York) first reported a position in ConocoPhillips in Q4 2018 and has held it in 25 quarters since.
Wealthspire Advisors (New York)'s ConocoPhillips position peaked at $1.07M in Q1 2021.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.