West Branch Capital’s ConocoPhillips COP Stock Holding History

West Branch Capital’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	$12.2K	Hold	117	–	–	﹤0.01%	224
2026 Q1	$15.4K	Hold	117	–	–	﹤0.01%	199
2025 Q4	$11K	Sell	117 -108	-48%	-$9.77K	﹤0.01%	256
2025 Q3	$21.3K	Hold	225	–	–	0.01%	204
2025 Q2	$20.2K	Hold	225	–	–	0.01%	208
2025 Q1	$23.6K	Hold	225	–	–	0.01%	208
2024 Q4	$22.3K	Hold	225	–	–	0.01%	213
2024 Q3	$23.7K	Buy	225 +9	+4%	+$989	0.01%	211
2024 Q2	$24.7K	Hold	216	–	–	0.01%	210
2024 Q1	$27.5K	Sell	216 -15	-6%	-$1.71K	0.01%	205
2023 Q4	$26.8K	Buy	231 +108	+88%	+$12.6K	0.01%	202
2023 Q3	$14.7K	Hold	123	–	–	0.01%	245
2023 Q2	$12.7K	Hold	123	–	–	0.01%	264
2023 Q1	$12.2K	Hold	123	–	–	0.01%	271
2022 Q4	$14.5K	Buy	123 +108	+720%	+$13.1K	0.01%	252
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	397
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	399
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	387
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	425
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	402
2021 Q2	$1K	Buy	+15	New	+$836	﹤0.01%	417

Other funds holding COP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

West Branch Capital's COP Position: Q2 2026 in Review

West Branch Capital held its ConocoPhillips (COP) position steady in Q2 2026 at 117 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

West Branch Capital first reported a position in COP in Q2 2021 and has held it in 21 quarters since. The position peaked at $27.5K in Q1 2024. 786 funds tracked by Wall St. Rank hold COP as of Q2 2026.

West Branch Capital held 117 shares of ConocoPhillips worth $12.2K as of Q2 2026.
West Branch Capital left its ConocoPhillips share count unchanged in Q2 2026.
ConocoPhillips made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #224 holding.
West Branch Capital first reported a position in ConocoPhillips in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's ConocoPhillips position peaked at $27.5K in Q1 2024.
786 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.