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CBIZ Investment Advisory Services’s ConocoPhillips COP Stock Holding History

CBIZ Investment Advisory Services’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 		$8.45K Hold
64
– – ﹤0.01% 175
2026
Q1 		$8.45K Sell
64
-81
-56% -$8.97K ﹤0.01% 175
2025
Q4 		$13.6K Sell
145
-26
-15% -$2.35K ﹤0.01% 326
2025
Q3 		$16.2K Buy
171
+66
+63% +$6.24K ﹤0.01% 278
2025
Q2 		$9.42K Sell
105
-49
-32% -$4.41K ﹤0.01% 362
2025
Q1 		$16.2K Buy
154
+135
+711% +$13.5K ﹤0.01% 261
2024
Q4 		$1.88K Buy
+19
New +$2.02K ﹤0.01% 395
2020
Q1 		– Hold
0
– – – 134

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's COP Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its ConocoPhillips (COP) position steady in Q2 2026 at 64 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

CBIZ Investment Advisory Services first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.2K in Q3 2025. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • CBIZ Investment Advisory Services held 64 shares of ConocoPhillips worth $8.45K as of Q2 2026.
  • CBIZ Investment Advisory Services left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #175 holding.
  • CBIZ Investment Advisory Services first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's ConocoPhillips position peaked at $16.2K in Q3 2025.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.