Elevated Capital Advisors
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Elevated Capital Advisors’s ConocoPhillips COP Stock Holding History

Elevated 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
2026
Q3 		$18.8K Sell
150
-191
-56% -$23.7K 0.01% 397
2026
Q2 		$35.4K Sell
341
-413
-55% -$49K 0.01% 372
2026
Q1 		$99.5K Sell
754
-157
-17% -$17.4K 0.03% 284
2025
Q4 		$85.3K Buy
+911
New +$82.4K 0.02% 308

Other funds holding COP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Elevated Capital Advisors's COP Position: Q3 2026 in Review

Elevated Capital Advisors reduced its ConocoPhillips (COP) stake by 56% in Q3 2026, selling an estimated $23.7K and leaving 150 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #397.

Elevated Capital Advisors first reported a position in COP in Q4 2025 and has held it in 4 quarters since. The position peaked at $99.5K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Elevated Capital Advisors held 150 shares of ConocoPhillips worth $18.8K as of Q3 2026.
  • Elevated Capital Advisors sold 191 ConocoPhillips shares in Q3 2026, an estimated $23.7K.
  • ConocoPhillips made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #397 holding.
  • Elevated Capital Advisors first reported a position in ConocoPhillips in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's ConocoPhillips position peaked at $99.5K in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.