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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Advisor OS's COP Position: Q1 2026 in Review

Advisor OS increased its ConocoPhillips (COP) stake by 3.4% in Q1 2026, buying an estimated $22.9K and bringing the position to 6,211 shares worth $820K. The position accounts for 0.06% of the portfolio, ranked #208.

Advisor OS first reported a position in COP in Q1 2023 and has held it in 13 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Advisor OS held 6,211 shares of ConocoPhillips worth $820K as of Q1 2026.
Advisor OS bought 207 ConocoPhillips shares in Q1 2026, an estimated $22.9K.
ConocoPhillips made up 0.06% of Advisor OS's portfolio in Q1 2026, its #208 holding.
Advisor OS first reported a position in ConocoPhillips in Q1 2023 and has held it in 13 quarters since.
2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.