Evelyn Partners Investment Management Services’s ConocoPhillips COP Stock Holding History

Evelyn Partners Investment Management Services’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	$6.6K	Sell	50 -25	-33%	-$2.77K	﹤0.01%	259
2025 Q4	$7.02K	Hold	75	–	–	﹤0.01%	242
2025 Q3	$7.09K	Hold	75	–	–	﹤0.01%	244
2025 Q2	$6.73K	Hold	75	–	–	﹤0.01%	236
2025 Q1	$7.88K	Hold	75	–	–	﹤0.01%	231
2024 Q4	$7.44K	Buy	+75	New	+$7.96K	﹤0.01%	239

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

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

Evelyn Partners Investment Management Services reduced its ConocoPhillips (COP) stake by 33% in Q1 2026, selling an estimated $2.77K and leaving 50 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Evelyn Partners Investment Management Services first reported a position in COP in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.88K in Q1 2025. 2,561 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Evelyn Partners Investment Management Services held 50 shares of ConocoPhillips worth $6.6K as of Q1 2026.
Evelyn Partners Investment Management Services sold 25 ConocoPhillips shares in Q1 2026, an estimated $2.77K.
ConocoPhillips made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #259 holding.
Evelyn Partners Investment Management Services first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's ConocoPhillips position peaked at $7.88K in Q1 2025.
2,561 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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