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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
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 $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

CBIZ Investment Advisory Services's COP Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its ConocoPhillips (COP) stake by 56% in Q1 2026, selling an estimated $8.97K and leaving 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 6 quarters since. The position peaked at $16.2K in Q3 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • CBIZ Investment Advisory Services held 64 shares of ConocoPhillips worth $8.45K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 81 ConocoPhillips shares in Q1 2026, an estimated $8.97K.
  • ConocoPhillips made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #175 holding.
  • CBIZ Investment Advisory Services first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's ConocoPhillips position peaked at $16.2K in Q3 2025.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.