Blake Schutter Theil Wealth Advisors’s ConocoPhillips COP Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$384K	Sell	3,069 -196	-6%	-$24.3K	0.26%	77
2026 Q2	$339K	Sell	3,265 -716	-18%	-$84.9K	0.23%	86
2026 Q1	$525K	Sell	3,981 -1	-0%	-$111	0.43%	59
2025 Q4	$373K	Buy	3,982 +29	+0.7%	+$2.62K	0.31%	79
2025 Q3	$374K	Hold	3,953	–	–	0.37%	74
2025 Q2	$355K	Buy	3,953 +5	+0.1%	+$450	0.4%	70
2025 Q1	$415K	Hold	3,948	–	–	0.47%	69
2024 Q4	$392K	Buy	3,948 +6	+0.2%	+$637	0.41%	69
2024 Q3	$415K	Buy	+3,942	New	+$433K	0.3%	94

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

Blake Schutter Theil Wealth Advisors's COP Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its ConocoPhillips (COP) stake by 6% in Q3 2026, selling an estimated $24.3K and leaving 3,069 shares worth $384K. The position accounts for 0.26% of the portfolio, ranked #77.

Blake Schutter Theil Wealth Advisors first reported a position in COP in Q3 2024 and has held it in 9 quarters since. The position peaked at $525K in Q1 2026. 1,553 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 3,069 shares of ConocoPhillips worth $384K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 196 ConocoPhillips shares in Q3 2026, an estimated $24.3K.
ConocoPhillips made up 0.26% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #77 holding.
Blake Schutter Theil Wealth Advisors first reported a position in ConocoPhillips in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's ConocoPhillips position peaked at $525K in Q1 2026.
1,553 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.