CCA
COP icon

Clearwater Capital Advisors’s ConocoPhillips COP Stock Holding History

Clearwater Capital 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
2025
Q2 		– Sell
-10,151
Closed -$1.07M – 166
2025
Q1 		$1.07M Buy
+10,151
New +$1.01M 0.1% 73
2018
Q2 		– Sell
-123
Closed -$7K – 250
2018
Q1 		$7K Buy
+123
New +$6.96K ﹤0.01% 503

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clearwater Capital Advisors's COP Position: Q2 2025 in Review

Clearwater Capital Advisors sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 10,151 shares — an estimated $1.07M sold.

Clearwater Capital Advisors first reported a position in COP in Q1 2018 and held it in 2 quarters. The position peaked at $1.07M in Q1 2025. 2,289 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Clearwater Capital Advisors reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 10,151 ConocoPhillips shares in Q2 2025, an estimated $1.07M.
  • Clearwater Capital Advisors first reported a position in ConocoPhillips in Q1 2018 and held it in 2 quarters.
  • Clearwater Capital Advisors's ConocoPhillips position peaked at $1.07M in Q1 2025.
  • 2,289 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Clearwater Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.