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Advisor OS’s ConocoPhillips COP Stock Holding History

Advisor OS’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 		$660K Buy
6,345
+134
+2% +$15.9K 0.04% 265
2026
Q1 		$820K Buy
6,211
+207
+3% +$22.9K 0.06% 208
2025
Q4 		$562K Buy
6,004
+1,198
+25% +$108K 0.05% 267
2025
Q3 		$455K Buy
4,806
+61
+1% +$5.77K 0.04% 281
2025
Q2 		$426K Buy
4,745
+34
+0.7% +$3.06K 0.04% 282
2025
Q1 		$495K Buy
4,711
+588
+14% +$58.6K 0.06% 236
2024
Q4 		$409K Buy
4,123
+477
+13% +$50.6K 0.05% 261
2024
Q3 		$384K Buy
3,646
+129
+4% +$14.2K 0.04% 281
2024
Q2 		$402K Buy
3,517
+293
+9% +$35.6K 0.04% 261
2024
Q1 		$410K Sell
3,224
-1,626
-34% -$185K 0.05% 263
2023
Q4 		$563K Buy
4,850
+735
+18% +$86K 0.07% 206
2023
Q3 		$493K Buy
4,115
+1,151
+39% +$134K 0.07% 189
2023
Q2 		$307K Buy
2,964
+564
+24% +$58K 0.05% 236
2023
Q1 		$238K Buy
+2,400
New +$263K 0.06% 218

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advisor OS's COP Position: Q2 2026 in Review

Advisor OS increased its ConocoPhillips (COP) stake by 2.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 6,345 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #265.

Advisor OS first reported a position in COP in Q1 2023 and has held it in 14 quarters since. The position peaked at $820K in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Advisor OS held 6,345 shares of ConocoPhillips worth $660K as of Q2 2026.
  • Advisor OS bought 134 ConocoPhillips shares in Q2 2026, an estimated $15.9K.
  • ConocoPhillips made up 0.04% of Advisor OS's portfolio in Q2 2026, its #265 holding.
  • Advisor OS first reported a position in ConocoPhillips in Q1 2023 and has held it in 14 quarters since.
  • Advisor OS's ConocoPhillips position peaked at $820K in Q1 2026.
  • 2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.