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Evelyn Partners Investment Management’s ConocoPhillips COP Stock Holding History

Evelyn Partners Investment 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 		$430K Sell
3,261
-300
-8% -$33.2K 0.01% 162
2025
Q4 		$333K Hold
3,561
– – 0.01% 180
2025
Q3 		$337K Hold
3,561
– – 0.01% 175
2025
Q2 		$320K Hold
3,561
– – 0.01% 174
2025
Q1 		$374K Hold
3,561
– – 0.01% 171
2024
Q4 		$353K Buy
+3,561
New +$378K 0.01% 171

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

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

Evelyn Partners Investment Management reduced its ConocoPhillips (COP) stake by 8.4% in Q1 2026, selling an estimated $33.2K and leaving 3,261 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #162.

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

  • Evelyn Partners Investment Management held 3,261 shares of ConocoPhillips worth $430K as of Q1 2026.
  • Evelyn Partners Investment Management sold 300 ConocoPhillips shares in Q1 2026, an estimated $33.2K.
  • ConocoPhillips made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #162 holding.
  • Evelyn Partners Investment Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • 2,561 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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