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Atlas Private Wealth Advisors’s ConocoPhillips COP Stock Holding History

Atlas Private Wealth Advisors’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
2025
Q3 		– Sell
-3,556
Closed -$319K – 147
2025
Q2 		$319K Buy
3,556
+15
+0.4% +$1.35K 0.04% 150
2025
Q1 		$372K Buy
3,541
+195
+6% +$19.4K 0.05% 129
2024
Q4 		$332K Buy
3,346
+6
+0.2% +$637 0.05% 122
2024
Q3 		$352K Sell
3,340
-450
-12% -$49.4K 0.05% 111
2024
Q2 		$433K Buy
3,790
+1,766
+87% +$214K 0.07% 101
2024
Q1 		$258K Sell
2,024
-2,016
-50% -$230K 0.09% 94
2023
Q4 		$469K Sell
4,040
-368
-8% -$43.1K 0.09% 84
2023
Q3 		$528K Buy
4,408
+2,010
+84% +$233K 0.1% 104
2023
Q2 		$248K Buy
+2,398
New +$246K 0.05% 159
2021
Q4 		– Sell
-338
Closed -$23K – 262
2021
Q3 		$23K Sell
338
-27
-7% -$1.56K 0.01% 330
2021
Q2 		$22K Buy
365
+27
+8% +$1.5K 0.01% 347
2021
Q1 		$18K Hold
338
– – 0.01% 392
2020
Q4 		$14K Hold
338
– – 0.01% 385
2020
Q3 		$11K Hold
338
– – 0.01% 376
2020
Q2 		$14K Buy
+338
New +$13.7K 0.01% 361

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atlas Private Wealth Advisors's COP Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 3,556 shares — an estimated $319K sold.

Atlas Private Wealth Advisors first reported a position in COP in Q2 2020 and held it in 15 quarters. The position peaked at $528K in Q3 2023. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3,556 ConocoPhillips shares in Q3 2025, an estimated $319K.
  • Atlas Private Wealth Advisors first reported a position in ConocoPhillips in Q2 2020 and held it in 15 quarters.
  • Atlas Private Wealth Advisors's ConocoPhillips position peaked at $528K in Q3 2023.
  • 2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.