Wellspring Financial Advisors’s ConocoPhillips COP Stock Holding History

Wellspring Financial 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 Q2	$781K	Sell	7,509 -461	-6%	-$54.6K	0.05%	120
2026 Q1	$1.05M	Buy	7,970 +614	+8%	+$68K	0.08%	94
2025 Q4	$689K	Buy	+7,356	New	+$665K	0.05%	116
2025 Q3	–	Sell	-2,740	Closed	-$246K	–	182
2025 Q2	$246K	Buy	2,740 +42	+2%	+$3.78K	0.02%	132
2025 Q1	$283K	Buy	2,698 +120	+5%	+$12K	0.03%	99
2024 Q4	$256K	Buy	+2,578	New	+$274K	0.03%	112
2024 Q3	–	Sell	-2,224	Closed	-$254K	–	168
2024 Q2	$254K	Buy	2,224 +27	+1%	+$3.28K	0.03%	116
2024 Q1	$280K	Buy	+2,197	New	+$251K	0.04%	103

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wellspring Financial Advisors's COP Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its ConocoPhillips (COP) stake by 5.8% in Q2 2026, selling an estimated $54.6K and leaving 7,509 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #120.

Wellspring Financial Advisors first reported a position in COP in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q1 2026. 788 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Wellspring Financial Advisors held 7,509 shares of ConocoPhillips worth $781K as of Q2 2026.
Wellspring Financial Advisors sold 461 ConocoPhillips shares in Q2 2026, an estimated $54.6K.
ConocoPhillips made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #120 holding.
Wellspring Financial Advisors first reported a position in ConocoPhillips in Q1 2024 and has held it in 8 quarters since.
Wellspring Financial Advisors's ConocoPhillips position peaked at $1.05M in Q1 2026.
788 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.