AdviceOne Advisory Services’s ConocoPhillips COP Stock Holding History

AdviceOne Advisory Services’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	$273K	Buy	2,621 +16	+0.6%	+$1.9K	0.15%	35
2026 Q1	$344K	Buy	2,605 +57	+2%	+$6.31K	0.21%	30
2025 Q4	$239K	Buy	2,548 +21	+0.8%	+$1.9K	0.14%	33
2025 Q3	$239K	Buy	2,527 +18	+0.7%	+$1.7K	0.16%	33
2025 Q2	$225K	Buy	2,509 +21	+0.8%	+$1.89K	0.17%	31
2025 Q1	$261K	Sell	2,488 -28	-1%	-$2.79K	0.21%	25
2024 Q4	$250K	Buy	+2,516	New	+$267K	0.22%	24

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

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

AdviceOne Advisory Services increased its ConocoPhillips (COP) stake by 0.61% in Q2 2026, buying an estimated $1.9K and bringing the position to 2,621 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #35.

AdviceOne Advisory Services first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q1 2026. 786 funds tracked by Wall St. Rank hold COP as of Q2 2026.

AdviceOne Advisory Services held 2,621 shares of ConocoPhillips worth $273K as of Q2 2026.
AdviceOne Advisory Services bought 16 ConocoPhillips shares in Q2 2026, an estimated $1.9K.
ConocoPhillips made up 0.15% of AdviceOne Advisory Services's portfolio in Q2 2026, its #35 holding.
AdviceOne Advisory Services first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
AdviceOne Advisory Services's ConocoPhillips position peaked at $344K in Q1 2026.
786 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.