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Atria Wealth Solutions’s ConocoPhillips COP Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.03M Sell
22,435
-22,627
-50% -$2.04M 0.05% 416
2025
Q1 		$4.73M Sell
45,062
-17,726
-28% -$1.77M 0.06% 349
2024
Q4 		$6.23M Sell
62,788
-9,685
-13% -$1.03M 0.07% 295
2024
Q3 		$7.63M Buy
72,473
+877
+1% +$96.3K 0.08% 254
2024
Q2 		$8.19M Buy
71,596
+8,006
+13% +$972K 0.09% 226
2024
Q1 		$8.09M Buy
63,590
+2,680
+4% +$306K 0.09% 234
2023
Q4 		$7.07M Buy
60,910
+3,240
+6% +$379K 0.09% 232
2023
Q3 		$6.91M Buy
57,670
+1,470
+3% +$171K 0.1% 215
2023
Q2 		$5.83M Buy
56,200
+3,910
+7% +$402K 0.08% 246
2023
Q1 		$5.2M Sell
52,290
-10,059
-16% -$1.1M 0.08% 254
2022
Q4 		$7.36M Buy
62,349
+7,257
+13% +$882K 0.12% 185
2022
Q3 		$5.65M Sell
55,092
-8,991
-14% -$897K 0.1% 210
2022
Q2 		$5.77M Buy
64,083
+17,150
+37% +$1.77M 0.11% 203
2022
Q1 		$4.7M Buy
+46,933
New +$4.32M 0.08% 267

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 $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Atria Wealth Solutions's COP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ConocoPhillips (COP) stake by 50% in Q2 2025, selling an estimated $2.04M and leaving 22,435 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #416.

Atria Wealth Solutions first reported a position in COP in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.19M in Q2 2024. 2,292 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Atria Wealth Solutions held 22,435 shares of ConocoPhillips worth $2.03M as of Q2 2025.
  • Atria Wealth Solutions sold 22,627 ConocoPhillips shares in Q2 2025, an estimated $2.04M.
  • ConocoPhillips made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #416 holding.
  • Atria Wealth Solutions first reported a position in ConocoPhillips in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's ConocoPhillips position peaked at $8.19M in Q2 2024.
  • 2,292 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.