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Advyzon Investment Management’s ConocoPhillips COP Stock Holding History

Advyzon Investment Management’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 		$1.77M Buy
13,427
+1,451
+12% +$161K 0.16% 132
2025
Q4 		$1.12M Buy
11,976
+7,720
+181% +$698K 0.13% 174
2025
Q3 		$403K Buy
4,256
+1,172
+38% +$111K 0.07% 256
2025
Q2 		$277K Buy
3,084
+450
+17% +$40.5K 0.06% 292
2025
Q1 		$277K Buy
2,634
+24
+0.9% +$2.39K 0.1% 197
2024
Q4 		$259K Buy
+2,610
New +$277K 0.1% 187

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Advyzon Investment Management's COP Position: Q1 2026 in Review

Advyzon Investment Management increased its ConocoPhillips (COP) stake by 12% in Q1 2026, buying an estimated $161K and bringing the position to 13,427 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #132.

Advyzon Investment Management first reported a position in COP in Q4 2024 and has held it in 6 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Advyzon Investment Management held 13,427 shares of ConocoPhillips worth $1.77M as of Q1 2026.
  • Advyzon Investment Management bought 1,451 ConocoPhillips shares in Q1 2026, an estimated $161K.
  • ConocoPhillips made up 0.16% of Advyzon Investment Management's portfolio in Q1 2026, its #132 holding.
  • Advyzon Investment Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.