Bell Investment Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$69.7K Buy
528
+5
+1% +$554 0.01% 207
2025
Q4
$49K Buy
523
+153
+41% +$13.8K 0.01% 260
2025
Q3
$35K Sell
370
-37
-9% -$3.5K 0.01% 297
2025
Q2
$36.5K Sell
407
-24
-6% -$2.16K 0.01% 291
2025
Q1
$45.3K Sell
431
-290
-40% -$28.9K 0.01% 235
2024
Q4
$71.5K Sell
721
-24
-3% -$2.55K 0.01% 177
2024
Q3
$78.4K Sell
745
-19
-2% -$2.09K 0.01% 170
2024
Q2
$87.4K Hold
764
0.02% 153
2024
Q1
$97.2K Sell
764
-1
-0.1% -$114 0.02% 139
2023
Q4
$88.8K Buy
765
+2
+0.3% +$234 0.02% 143
2023
Q3
$91.4K Buy
763
+205
+37% +$23.8K 0.02% 129
2023
Q2
$57.8K Buy
558
+49
+10% +$5.04K 0.01% 154
2023
Q1
$50.5K Sell
509
-71
-12% -$7.77K 0.01% 162
2022
Q4
$68.4K Buy
580
+157
+37% +$19.1K 0.02% 130
2022
Q3
$43K Buy
423
+24
+6% +$2.39K 0.01% 149
2022
Q2
$36K Buy
+399
New +$41.1K 0.01% 169
2021
Q4
$28K Hold
383
0.01% 244
2021
Q3
$26K Buy
+383
New +$22.1K 0.01% 232

Other funds holding COP

Bell Investment Advisors's COP Position: Q1 2026 in Review

Bell Investment Advisors increased its ConocoPhillips (COP) stake by 0.96% in Q1 2026, buying an estimated $554 and bringing the position to 528 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #207.

Bell Investment Advisors first reported a position in COP in Q3 2021 and has held it in 18 quarters since. The position peaked at $97.2K in Q1 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Bell Investment Advisors held 528 shares of ConocoPhillips worth $69.7K as of Q1 2026.
  • Bell Investment Advisors bought 5 ConocoPhillips shares in Q1 2026, an estimated $554.
  • ConocoPhillips made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • Bell Investment Advisors first reported a position in ConocoPhillips in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's ConocoPhillips position peaked at $97.2K in Q1 2024.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.