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Choate Investment Advisors’s ConocoPhillips COP Stock Holding History

Choate Investment 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
Q1 		$6.98M Sell
52,908
-6,113
-10% -$677K 0.14% 75
2025
Q4 		$5.52M Sell
59,021
-9,248
-14% -$836K 0.11% 81
2025
Q3 		$6.46M Sell
68,269
-121
-0.2% -$11.4K 0.13% 73
2025
Q2 		$6.14M Sell
68,390
-137
-0.2% -$12.3K 0.13% 75
2025
Q1 		$7.2M Buy
68,527
+316
+0.5% +$31.5K 0.18% 68
2024
Q4 		$6.77M Buy
68,211
+4,003
+6% +$425K 0.16% 71
2024
Q3 		$6.76M Sell
64,208
-2,934
-4% -$322K 0.17% 71
2024
Q2 		$7.68M Sell
67,142
-1,338
-2% -$162K 0.2% 66
2024
Q1 		$8.72M Buy
68,480
+2,001
+3% +$228K 0.23% 58
2023
Q4 		$7.72M Buy
66,479
+59,153
+807% +$6.92M 0.24% 51
2023
Q3 		$878K Buy
7,326
+1,187
+19% +$138K 0.03% 177
2023
Q2 		$636K Buy
6,139
+1,752
+40% +$180K 0.03% 184
2023
Q1 		$435K Hold
4,387
– – 0.02% 197
2022
Q4 		$518K Sell
4,387
-630
-13% -$76.6K 0.03% 178
2022
Q3 		$513K Hold
5,017
– – 0.03% 157
2022
Q2 		$451K Buy
+5,017
New +$517K 0.03% 177
2020
Q1 		– Sell
-4,158
Closed -$270K – 236
2019
Q4 		$270K Sell
4,158
-571
-12% -$33.6K 0.02% 203
2019
Q3 		$269K Sell
4,729
-65
-1% -$3.7K 0.02% 201
2019
Q2 		$292K Hold
4,794
– – 0.02% 195
2019
Q1 		$320K Buy
4,794
+330
+7% +$22.2K 0.02% 196
2018
Q4 		$278K Sell
4,464
-330
-7% -$22.5K 0.02% 189
2018
Q3 		$371K Buy
4,794
+330
+7% +$23.8K 0.02% 157
2018
Q2 		$311K Sell
4,464
-3,037
-40% -$202K 0.02% 190
2018
Q1 		$445K Sell
7,501
-5,377
-42% -$304K 0.02% 173
2017
Q4 		$707K Sell
12,878
-2,008
-13% -$103K 0.04% 148
2017
Q3 		$745K Sell
14,886
-96
-0.6% -$4.31K 0.04% 143
2017
Q2 		$659K Sell
14,982
-320
-2% -$14.9K 0.04% 148
2017
Q1 		$763K Buy
15,302
+1,379
+10% +$66.6K 0.04% 136
2016
Q4 		$698K Buy
13,923
+280
+2% +$12.9K 0.04% 133
2016
Q3 		$593K Sell
13,643
-492
-3% -$20.4K 0.04% 145
2016
Q2 		$616K Sell
14,135
-1,450
-9% -$63.9K 0.04% 133
2016
Q1 		$628K Sell
15,585
-1,591
-9% -$60.5K 0.04% 131
2015
Q4 		$1.18M Buy
17,176
+924
+6% +$48.3K 0.09% 109
2015
Q3 		$786K Sell
16,252
-915
-5% -$46.6K 0.05% 121
2015
Q2 		$1.05M Buy
17,167
+265
+2% +$17.3K 0.06% 105
2015
Q1 		$1.05M Sell
16,902
-274
-2% -$17.7K 0.06% 109
2014
Q4 		$1.19M Buy
17,176
+239
+1% +$16.7K 0.07% 107
2014
Q3 		$1.3M Sell
16,937
-7,150
-30% -$585K 0.08% 101
2014
Q2 		$1.52M Buy
24,087
+6,565
+37% +$511K 0.09% 96
2014
Q1 		$1.23M Sell
17,522
-519
-3% -$34.7K 0.08% 108
2013
Q4 		$1.27M Sell
18,041
-77
-0.4% -$5.53K 0.08% 106
2013
Q3 		$1.26M Buy
18,118
+320
+2% +$21.4K 0.09% 106
2013
Q2 		$1.08M Buy
+17,798
New +$1.08M 0.09% 114

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

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

Choate Investment Advisors reduced its ConocoPhillips (COP) stake by 10% in Q1 2026, selling an estimated $677K and leaving 52,908 shares worth $6.98M. The position accounts for 0.14% of the portfolio, ranked #75.

Choate Investment Advisors first reported a position in COP in Q2 2013 and has held it in 43 quarters since. The position peaked at $8.72M in Q1 2024. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Choate Investment Advisors held 52,908 shares of ConocoPhillips worth $6.98M as of Q1 2026.
  • Choate Investment Advisors sold 6,113 ConocoPhillips shares in Q1 2026, an estimated $677K.
  • ConocoPhillips made up 0.14% of Choate Investment Advisors's portfolio in Q1 2026, its #75 holding.
  • Choate Investment Advisors first reported a position in ConocoPhillips in Q2 2013 and has held it in 43 quarters since.
  • Choate Investment Advisors's ConocoPhillips position peaked at $8.72M in Q1 2024.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.