Ameritas Advisory Services’s ConocoPhillips COP Stock Holding History

Ameritas 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 Q1	$989K	Buy	7,491 +203	+3%	+$22.5K	0.04%	381
2025 Q4	$682K	Sell	7,288 -2,748	-27%	-$249K	0.03%	462
2025 Q3	$949K	Sell	10,036 -911	-8%	-$86.1K	0.06%	262
2025 Q2	$982K	Sell	10,947 -4,439	-29%	-$399K	0.05%	348
2025 Q1	$1.55M	Buy	15,386 +32	+0.2%	+$3.19K	0.06%	285
2024 Q4	$1.52M	Buy	15,354 +8,572	+126%	+$910K	0.05%	316
2024 Q3	$714K	Sell	6,782 -2,379	-26%	-$261K	0.03%	459
2024 Q2	$1.05M	Sell	9,161 -178	-2%	-$21.6K	0.04%	401
2024 Q1	$1.15M	Buy	9,339 +2,550	+38%	+$291K	0.05%	340
2023 Q4	$761K	Sell	6,789 -1,930	-22%	-$226K	0.04%	344
2023 Q3	$1.1M	Buy	8,719 +1,042	+14%	+$121K	0.05%	320
2023 Q2	$793K	Sell	7,677 -879	-10%	-$90.3K	0.1%	213
2023 Q1	$854K	Sell	8,556 -4,685	-35%	-$513K	0.04%	348
2022 Q4	$1.56M	Buy	13,241 +4,228	+47%	+$514K	0.07%	260
2022 Q3	$922K	Buy	9,013 +195	+2%	+$19.5K	0.06%	293
2022 Q2	$792K	Buy	8,818 +848	+11%	+$87.4K	0.05%	337
2022 Q1	$797K	Buy	7,970 +392	+5%	+$36.1K	0.03%	381
2021 Q4	$547K	Buy	+7,578	New	+$552K	0.02%	479

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

Ameritas Advisory Services's COP Position: Q1 2026 in Review

Ameritas Advisory Services increased its ConocoPhillips (COP) stake by 2.8% in Q1 2026, buying an estimated $22.5K and bringing the position to 7,491 shares worth $989K. The position accounts for 0.04% of the portfolio, ranked #381.

Ameritas Advisory Services first reported a position in COP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q4 2022. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Ameritas Advisory Services held 7,491 shares of ConocoPhillips worth $989K as of Q1 2026.
Ameritas Advisory Services bought 203 ConocoPhillips shares in Q1 2026, an estimated $22.5K.
ConocoPhillips made up 0.04% of Ameritas Advisory Services's portfolio in Q1 2026, its #381 holding.
Ameritas Advisory Services first reported a position in ConocoPhillips in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's ConocoPhillips position peaked at $1.56M in Q4 2022.
2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.