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Whipplewood Advisors’s ConocoPhillips COP Stock Holding History

Whipplewood 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 		$23.4K Sell
225
-98
-30% -$11.6K 0.02% 183
2026
Q1 		$42.6K Buy
323
+221
+217% +$24.5K 0.02% 284
2025
Q4 		$9.55K Buy
102
+7
+7% +$633 0.01% 278
2025
Q3 		$8.99K Sell
95
-461
-83% -$43.6K 0.01% 266
2025
Q2 		$49.9K Sell
556
-148
-21% -$13.3K 0.03% 315
2025
Q1 		$67.2K Buy
704
+62
+10% +$6.18K 0.04% 265
2024
Q4 		$63.7K Buy
+642
New +$68.2K 0.04% 280

Other funds holding COP

Mirae Asset Global Investments
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Whipplewood Advisors's COP Position: Q2 2026 in Review

Whipplewood Advisors reduced its ConocoPhillips (COP) stake by 30% in Q2 2026, selling an estimated $11.6K and leaving 225 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #183.

Whipplewood Advisors first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.2K in Q1 2025. 908 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Whipplewood Advisors held 225 shares of ConocoPhillips worth $23.4K as of Q2 2026.
  • Whipplewood Advisors sold 98 ConocoPhillips shares in Q2 2026, an estimated $11.6K.
  • ConocoPhillips made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #183 holding.
  • Whipplewood Advisors first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's ConocoPhillips position peaked at $67.2K in Q1 2025.
  • 908 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.