AIM
COP icon

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
Q2 		$1.54M Buy
14,858
+1,431
+11% +$170K 0.11% 176
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 $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 $3.38T AUM 44.17% 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

Advyzon Investment Management's COP Position: Q2 2026 in Review

Advyzon Investment Management increased its ConocoPhillips (COP) stake by 11% in Q2 2026, buying an estimated $170K and bringing the position to 14,858 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #176.

Advyzon Investment Management first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Advyzon Investment Management held 14,858 shares of ConocoPhillips worth $1.54M as of Q2 2026.
  • Advyzon Investment Management bought 1,431 ConocoPhillips shares in Q2 2026, an estimated $170K.
  • ConocoPhillips made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #176 holding.
  • Advyzon Investment Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's ConocoPhillips position peaked at $1.77M in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.