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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
Q2 		$1.29M Buy
12,411
+6,059
+95% +$718K 0.01% 509
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
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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s COP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its ConocoPhillips (COP) stake by 95% in Q2 2026, buying an estimated $718K and bringing the position to 12,411 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #509.

Wealthspire Advisors (New York) first reported a position in COP in Q4 2018 and has held it in 26 quarters since. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Wealthspire Advisors (New York) held 12,411 shares of ConocoPhillips worth $1.29M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 6,059 ConocoPhillips shares in Q2 2026, an estimated $718K.
  • ConocoPhillips made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #509 holding.
  • Wealthspire Advisors (New York) first reported a position in ConocoPhillips in Q4 2018 and has held it in 26 quarters since.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.