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Elevatus Welath Management’s ConocoPhillips COP Stock Holding History

Elevatus Welath Management’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 		$237K Buy
+1,797
New +$199K 0.12% 122
2025
Q2 		– Sell
-2,346
Closed -$246K – 118
2025
Q1 		$246K Buy
2,346
+6
+0.3% +$598 0.14% 85
2024
Q4 		$232K Buy
2,340
+210
+10% +$22.3K 0.08% 89
2024
Q3 		$224K Buy
2,130
+138
+7% +$15.2K 0.07% 93
2024
Q2 		$228K Buy
1,992
+7
+0.4% +$850 0.09% 93
2024
Q1 		$253K Buy
1,985
+7
+0.4% +$798 0.1% 76
2023
Q4 		$230K Buy
+1,978
New +$231K 0.1% 79

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

Elevatus Welath Management's COP Position: Q1 2026 in Review

Elevatus Welath Management opened a new position in ConocoPhillips (COP) in Q1 2026: 1,797 shares worth $237K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings. This is a return to the name: Elevatus Welath Management previously reported a position in COP as recently as Q1 2025.

Elevatus Welath Management first reported a position in COP in Q4 2023 and has held it in 7 quarters since. The position peaked at $253K in Q1 2024. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Elevatus Welath Management held 1,797 shares of ConocoPhillips worth $237K as of Q1 2026.
  • ConocoPhillips was a new Elevatus Welath Management position in Q1 2026.
  • ConocoPhillips made up 0.12% of Elevatus Welath Management's portfolio in Q1 2026, its #122 holding.
  • Elevatus Welath Management first reported a position in ConocoPhillips in Q4 2023 and has held it in 7 quarters since.
  • Elevatus Welath Management's ConocoPhillips position peaked at $253K in Q1 2024.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.