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 Q3	$301K	Sell	2,405 -11	-0.5%	-$1.36K	0.12%	115
2026 Q2	$251K	Sell	2,416 -65	-3%	-$7.7K	0.09%	132
2026 Q1	$328K	Sell	2,481 -88	-3%	-$9.7K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Aviso Wealth Management's COP Position: Q3 2026 in Review

Aviso Wealth Management reduced its ConocoPhillips (COP) stake by 0.46% in Q3 2026, selling an estimated $1.36K and leaving 2,405 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #115.

Aviso Wealth Management first reported a position in COP in Q4 2024 and has held it in 8 quarters since. The position peaked at $398K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Aviso Wealth Management held 2,405 shares of ConocoPhillips worth $301K as of Q3 2026.
Aviso Wealth Management sold 11 ConocoPhillips shares in Q3 2026, an estimated $1.36K.
ConocoPhillips made up 0.12% of Aviso Wealth Management's portfolio in Q3 2026, its #115 holding.
Aviso Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 8 quarters since.
Aviso Wealth Management's ConocoPhillips position peaked at $398K in Q4 2024.
1,544 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.