Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s ConocoPhillips COP Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$14.5M Buy
139,033
+6,156
+5% +$730K 0.07% 168
2026
Q1 		$17.5M Sell
132,877
-29,702
-18% -$3.29M 0.1% 124
2025
Q4 		$15.2M Buy
162,579
+772
+0.5% +$69.8K 0.05% 181
2025
Q3 		$15.3M Buy
161,807
+6,413
+4% +$606K 0.06% 172
2025
Q2 		$13.9M Buy
155,394
+21,940
+16% +$1.97M 0.05% 180
2025
Q1 		$14M Sell
133,454
-27,459
-17% -$2.74M 0.05% 173
2024
Q4 		$16M Sell
160,913
-21,553
-12% -$2.29M 0.05% 165
2024
Q3 		$19.2M Sell
182,466
-1,425
-0.8% -$157K 0.06% 149
2024
Q2 		$21M Buy
183,891
+5,669
+3% +$688K 0.07% 131
2024
Q1 		$22.7M Buy
178,222
+19,917
+13% +$2.27M 0.09% 123
2023
Q4 		$18.4M Buy
158,305
+6,321
+4% +$739K 0.08% 126
2023
Q3 		$18.2M Buy
+151,984
New +$17.6M 0.09% 114

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Envestnet Portfolio Solutions's COP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its ConocoPhillips (COP) stake by 4.6% in Q2 2026, buying an estimated $730K and bringing the position to 139,033 shares worth $14.5M. The position accounts for 0.07% of the portfolio, ranked #168.

Envestnet Portfolio Solutions first reported a position in COP in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.7M in Q1 2024. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Envestnet Portfolio Solutions held 139,033 shares of ConocoPhillips worth $14.5M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,156 ConocoPhillips shares in Q2 2026, an estimated $730K.
  • ConocoPhillips made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #168 holding.
  • Envestnet Portfolio Solutions first reported a position in ConocoPhillips in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's ConocoPhillips position peaked at $22.7M in Q1 2024.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.