Compass Ion Advisors’s ConocoPhillips COP Stock Holding History

Compass Ion 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	$219K	Buy	+1,659	New	+$184K	0.02%	263

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Compass Ion Advisors's COP Position: Q1 2026 in Review

Compass Ion Advisors opened a new position in ConocoPhillips (COP) in Q1 2026: 1,659 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings.

2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Compass Ion Advisors held 1,659 shares of ConocoPhillips worth $219K as of Q1 2026.
ConocoPhillips was a new Compass Ion Advisors position in Q1 2026.
ConocoPhillips made up 0.02% of Compass Ion Advisors's portfolio in Q1 2026, its #263 holding.
2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.