Winch Advisory Services’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$145K Sell
1,397
-10
-0.7% -$1.19K 0.03% 125
2026
Q1
$186K Sell
1,407
-26
-2% -$2.88K 0.04% 103
2025
Q4
$134K Buy
1,433
+11
+0.8% +$995 0.03% 113
2025
Q3
$134K Buy
1,422
+10
+0.7% +$945 0.03% 114
2025
Q2
$127K Buy
1,412
+11
+0.8% +$990 0.03% 111
2025
Q1
$147K Sell
1,401
-11
-0.8% -$1.1K 0.04% 100
2024
Q4
$140K Buy
1,412
+199
+16% +$21.1K 0.04% 102
2024
Q3
$128K Buy
1,213
+7
+0.6% +$769 0.04% 105
2024
Q2
$138K Sell
1,206
-81
-6% -$9.84K 0.04% 99
2024
Q1
$164K Sell
1,287
-17
-1% -$1.94K 0.05% 90
2023
Q4
$151K Sell
1,304
-189
-13% -$22.1K 0.05% 86
2023
Q3
$179K Sell
1,493
-62
-4% -$7.2K 0.07% 77
2023
Q2
$161K Sell
1,555
-111
-7% -$11.4K 0.06% 83
2023
Q1
$165K Sell
1,666
-84
-5% -$9.19K 0.06% 82
2022
Q4
$206K Sell
1,750
-19
-1% -$2.31K 0.09% 76
2022
Q3
$181K Buy
1,769
+4
+0.2% +$399 0.08% 72
2022
Q2
$159K Buy
1,765
+121
+7% +$12.5K 0.06% 75
2022
Q1
$164K Buy
1,644
+1
+0.1% +$92 0.06% 78
2021
Q4
$119K Sell
1,643
-24
-1% -$1.75K 0.04% 90
2021
Q3
$113K Buy
1,667
+1
+0.1% +$58 0.04% 87
2021
Q2
$101K Buy
1,666
+26
+2% +$1.45K 0.04% 87
2021
Q1
$87K Buy
1,640
+1
+0.1% +$49 0.03% 87
2020
Q4
$66K Sell
1,639
-143
-8% -$5.27K 0.03% 86
2020
Q3
$59K Buy
1,782
+8
+0.5% +$303 0.03% 85
2020
Q2
$75K Buy
1,774
+1
+0.1% +$40 0.04% 75
2020
Q1
$55K Sell
1,773
-19,978
-92% -$1.02M 0.03% 80
2019
Q4
$1.41M Sell
21,751
-1,215
-5% -$71.4K 0.67% 30
2019
Q3
$1.31M Sell
22,966
-846
-4% -$48.1K 0.68% 27
2019
Q2
$1.45M Buy
23,812
+263
+1% +$16.4K 0.76% 29
2019
Q1
$1.57M Buy
23,549
+3,671
+18% +$247K 0.87% 33
2018
Q4
$1.24M Sell
19,878
-911
-4% -$62K 0.69% 31
2018
Q3
$1.61M Buy
20,789
+5,501
+36% +$397K 0.81% 38
2018
Q2
$1.06M Buy
15,288
+7,071
+86% +$471K 0.57% 40
2018
Q1
$487K Buy
8,217
+2,678
+48% +$151K 0.29% 56
2017
Q4
$304K Buy
5,539
+27
+0.5% +$1.39K 0.18% 54
2017
Q3
$276K Sell
5,512
-3,977
-42% -$179K 0.18% 54
2017
Q2
$417K Sell
9,489
-611
-6% -$28.5K 0.26% 52
2017
Q1
$504K Buy
10,100
+2,396
+31% +$116K 0.32% 52
2016
Q4
$386K Buy
7,704
+7,006
+1,004% +$323K 0.27% 51
2016
Q3
$30K Buy
698
+654
+1,486% +$27.2K 0.02% 106
2016
Q2
$2K Hold
44
﹤0.01% 227
2016
Q1
$2K Hold
44
﹤0.01% 196
2015
Q4
$2K Buy
44
+1
+2% +$52 ﹤0.01% 213
2015
Q3
$2K Sell
43
-277
-87% -$14.1K ﹤0.01% 192
2015
Q2
$20K Sell
320
-137
-30% -$8.93K 0.01% 142
2015
Q1
$28K Buy
+457
New +$29.5K 0.02% 102
2014
Q4
Sell
-42,974
Closed -$3.29M 64
2014
Q3
$3.29M Buy
42,974
+5
+0% +$409 2.11% 15
2014
Q2
$3.68M Buy
42,969
+34,255
+393% +$2.67M 2.16% 13
2014
Q1
$613K Buy
+8,714
New +$583K 0.39% 62

Other funds holding COP

Winch Advisory Services's COP Position: Q2 2026 in Review

Winch Advisory Services reduced its ConocoPhillips (COP) stake by 0.71% in Q2 2026, selling an estimated $1.19K and leaving 1,397 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #125.

Winch Advisory Services first reported a position in COP in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.68M in Q2 2014. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Winch Advisory Services held 1,397 shares of ConocoPhillips worth $145K as of Q2 2026.
  • Winch Advisory Services sold 10 ConocoPhillips shares in Q2 2026, an estimated $1.19K.
  • ConocoPhillips made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #125 holding.
  • Winch Advisory Services first reported a position in ConocoPhillips in Q1 2014 and has held it in 49 quarters since.
  • Winch Advisory Services's ConocoPhillips position peaked at $3.68M in Q2 2014.
  • 2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.