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Sendero Wealth Management LLC Cuts ConocoPhillips Stake
Firm reduces holdings in energy producer by 25.4% in Q4 2025
Mar. 27, 2026 at 10:18am
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Sendero Wealth Management LLC decreased its stake in ConocoPhillips (NYSE:COP) by 25.4% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 84,956 shares of the energy producer's stock, down from 113,839 shares previously.
Why it matters
This move by Sendero Wealth Management reflects broader trends in the energy sector, as investors weigh factors like commodity prices, production levels, and geopolitical risks when adjusting their portfolios. ConocoPhillips is a major integrated oil and gas company, so changes to its shareholder base can provide insights into investor sentiment around the industry.
The details
Sendero Wealth Management sold 28,883 shares of ConocoPhillips stock during the fourth quarter, reducing its total position to 84,956 shares. The firm's holdings in ConocoPhillips now make up approximately 0.9% of its overall portfolio.
- Sendero Wealth Management filed its Q4 2025 13F report with the SEC on March 27, 2026.
The players
Sendero Wealth Management LLC
An investment management firm that oversees a portfolio of equity and fixed-income investments for its clients.
ConocoPhillips
A major integrated oil and gas company headquartered in Houston, Texas that explores for, develops, and produces crude oil, natural gas, and natural gas liquids globally.
The takeaway
Sendero Wealth Management's reduced stake in ConocoPhillips reflects the broader uncertainty and volatility in the energy sector, as investors navigate factors like commodity prices, production levels, and geopolitical risks. This move provides a window into how some institutional investors are positioning their portfolios in the current environment.
