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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aviso Wealth Management's COP Position: Q1 2026 in Review

Aviso Wealth Management reduced its ConocoPhillips (COP) stake by 3.4% in Q1 2026, selling an estimated $9.74K and leaving 2,481 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #115.

Aviso Wealth Management first reported a position in COP in Q4 2024 and has held it in 6 quarters since. The position peaked at $398K in Q4 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Aviso Wealth Management held 2,481 shares of ConocoPhillips worth $328K as of Q1 2026.
  • Aviso Wealth Management sold 88 ConocoPhillips shares in Q1 2026, an estimated $9.74K.
  • ConocoPhillips made up 0.15% of Aviso Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Aviso Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • Aviso Wealth Management's ConocoPhillips position peaked at $398K in Q4 2024.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.