Evelyn Partners Asset Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.71K Hold
66
﹤0.01% 266
2025
Q4
$6.18K Hold
66
﹤0.01% 256
2025
Q3
$6.24K Buy
66
+44
+200% +$4.16K ﹤0.01% 252
2025
Q2
$1.97K Hold
22
﹤0.01% 229
2025
Q1
$2.31K Hold
22
﹤0.01% 234
2024
Q4
$2.18K Buy
+22
New +$2.34K ﹤0.01% 234

Other funds holding COP

Evelyn Partners Asset Management's COP Position: Q1 2026 in Review

Evelyn Partners Asset Management held its ConocoPhillips (COP) position steady in Q1 2026 at 66 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Evelyn Partners Asset Management first reported a position in COP in Q4 2024 and has held it in 6 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Evelyn Partners Asset Management held 66 shares of ConocoPhillips worth $8.71K as of Q1 2026.
  • Evelyn Partners Asset Management left its ConocoPhillips share count unchanged in Q1 2026.
  • ConocoPhillips made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #266 holding.
  • Evelyn Partners Asset Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.