Question 1

Does EP Wealth Advisors own COP stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 54,603 shares of COP (ConocoPhillips), worth $5.7M.

Question 2

How many shares of COP does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 54,603 shares of COP (ConocoPhillips).

Question 3

What is EP Wealth Advisors' COP position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' COP position is worth $5.7M.

Question 4

Is EP Wealth Advisors buying or selling COP?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its COP position by 4,220 shares (+8.4%).

Question 5

When did EP Wealth Advisors first buy COP?

Accepted Answer

EP Wealth Advisors first reported COP in its Q2 2019 13F and has listed it in 26 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	54,603	+8.4%	$5.7M	0.0%	$103.27	29
2026-Q1	Decreased	50,383	-9.8%	$6.7M	0.0%	$130.16	0
2025-Q4	Increased	55,845	+8.4%	$5.2M	0.0%	$91.59	29
2025-Q2	Increased	51,500	+0.5%	$4.6M	0.0%	$86.29	27
2025-Q1	Increased	51,268	+12.2%	$5.4M	0.0%	$100.13	30
2024-Q4	Increased	45,697	+18.1%	$4.5M	0.0%	$93.79	31
2024-Q3	Increased	38,690	+22.6%	$4.1M	0.0%	$98.87	32