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Aviso Wealth Management’s ConocoPhillips COP Stock Holding History

Aviso Wealth 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 		$251K Sell
2,416
-65
-3% -$7.7K 0.09% 132
2026
Q1 		$328K Sell
2,481
-88
-3% -$9.74K 0.15% 115
2025
Q4 		$241K Sell
2,569
-481
-16% -$43.5K 0.1% 136
2025
Q3 		$288K Sell
3,050
-331
-10% -$31.3K 0.13% 115
2025
Q2 		$303K Sell
3,381
-258
-7% -$23.2K 0.14% 117
2025
Q1 		$382K Sell
3,639
-370
-9% -$36.9K 0.2% 100
2024
Q4 		$398K Buy
+4,009
New +$426K 0.2% 101

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 $3.37T 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
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

Aviso Wealth Management's COP Position: Q2 2026 in Review

Aviso Wealth Management reduced its ConocoPhillips (COP) stake by 2.6% in Q2 2026, selling an estimated $7.7K and leaving 2,416 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #132.

Aviso Wealth Management first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $398K in Q4 2024. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Aviso Wealth Management held 2,416 shares of ConocoPhillips worth $251K as of Q2 2026.
  • Aviso Wealth Management sold 65 ConocoPhillips shares in Q2 2026, an estimated $7.7K.
  • ConocoPhillips made up 0.09% of Aviso Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Aviso Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Aviso Wealth Management's ConocoPhillips position peaked at $398K in Q4 2024.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.