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Evercore Wealth Management’s ConocoPhillips COP Stock Holding History

Evercore Wealth 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 		$1.35M Sell
10,253
-1,575
-13% -$174K 0.02% 193
2025
Q4 		$1.11M Sell
11,828
-48
-0.4% -$4.34K 0.02% 207
2025
Q3 		$1.12M Sell
11,876
-250
-2% -$23.6K 0.02% 212
2025
Q2 		$1.09M Sell
12,126
-1,028
-8% -$92.5K 0.02% 209
2025
Q1 		$1.38M Sell
13,154
-466
-3% -$46.5K 0.02% 194
2024
Q4 		$1.35M Buy
13,620
+159
+1% +$16.9K 0.02% 195
2024
Q3 		$1.42M Sell
13,461
-634
-4% -$69.6K 0.02% 190
2024
Q2 		$1.61M Sell
14,095
-90
-0.6% -$10.9K 0.03% 177
2024
Q1 		$1.81M Buy
14,185
+427
+3% +$48.7K 0.03% 173
2023
Q4 		$1.6M Buy
13,758
+343
+3% +$40.1K 0.03% 180
2023
Q3 		$1.61M Sell
13,415
-83
-0.6% -$9.64K 0.03% 173
2023
Q2 		$1.4M Sell
13,498
-719
-5% -$73.9K 0.03% 184
2023
Q1 		$1.41M Buy
14,217
+115
+0.8% +$12.6K 0.03% 179
2022
Q4 		$1.66M Buy
14,102
+748
+6% +$90.9K 0.03% 165
2022
Q3 		$1.37M Buy
13,354
+8
+0.1% +$798 0.03% 171
2022
Q2 		$1.2M Sell
13,346
-220
-2% -$22.7K 0.03% 188
2022
Q1 		$1.36M Buy
13,566
+3,965
+41% +$365K 0.02% 196
2021
Q4 		$693K Hold
9,601
– – 0.01% 257
2021
Q3 		$650K Sell
9,601
-1,035
-10% -$59.7K 0.01% 260
2021
Q2 		$648K Sell
10,636
-647
-6% -$36.1K 0.01% 266
2021
Q1 		$597K Sell
11,283
-797
-7% -$39.3K 0.01% 272
2020
Q4 		$483K Sell
12,080
-4,731
-28% -$174K 0.01% 292
2020
Q3 		$553K Sell
16,811
-3,977
-19% -$151K 0.01% 254
2020
Q2 		$874K Sell
20,788
-1,336
-6% -$54K 0.02% 205
2020
Q1 		$682K Sell
22,124
-11,384
-34% -$579K 0.02% 208
2019
Q4 		$2.18M Sell
33,508
-419
-1% -$24.6K 0.06% 147
2019
Q3 		$1.93M Buy
33,927
+832
+3% +$47.4K 0.06% 151
2019
Q2 		$2.02M Sell
33,095
-568
-2% -$35.4K 0.06% 150
2019
Q1 		$2.25M Sell
33,663
-683
-2% -$45.9K 0.07% 138
2018
Q4 		$2.14M Buy
34,346
+1,184
+4% +$80.6K 0.08% 127
2018
Q3 		$2.57M Sell
33,162
-80
-0.2% -$5.77K 0.08% 125
2018
Q2 		$2.31M Buy
33,242
+1,135
+4% +$75.6K 0.08% 126
2018
Q1 		$1.9M Sell
32,107
-1,487
-4% -$84.1K 0.07% 135
2017
Q4 		$1.84M Sell
33,594
-7,810
-19% -$402K 0.07% 146
2017
Q3 		$2.07M Sell
41,404
-2,400
-5% -$108K 0.08% 130
2017
Q2 		$1.93M Sell
43,804
-6,197
-12% -$289K 0.07% 139
2017
Q1 		$2.49M Buy
50,001
+3,824
+8% +$185K 0.1% 119
2016
Q4 		$2.32M Sell
46,177
-6,940
-13% -$320K 0.1% 122
2016
Q3 		$2.31M Buy
53,117
+437
+0.8% +$18.2K 0.1% 123
2016
Q2 		$2.3M Sell
52,680
-584
-1% -$25.8K 0.1% 122
2016
Q1 		$2.15M Sell
53,264
-4,918
-8% -$187K 0.09% 119
2015
Q4 		$2.72M Sell
58,182
-1,898
-3% -$99.2K 0.13% 113
2015
Q3 		$2.88M Sell
60,080
-2,814
-4% -$143K 0.14% 109
2015
Q2 		$3.86M Sell
62,894
-2,637
-4% -$172K 0.17% 107
2015
Q1 		$4.07M Sell
65,531
-4,678
-7% -$302K 0.19% 105
2014
Q4 		$4.85M Sell
70,209
-7,056
-9% -$493K 0.24% 91
2014
Q3 		$5.92M Buy
77,265
+673
+0.9% +$55.1K 0.3% 80
2014
Q2 		$6.57M Buy
76,592
+15,786
+26% +$1.23M 0.34% 77
2014
Q1 		$4.28M Sell
60,806
-6,322
-9% -$423K 0.24% 94
2013
Q4 		$4.74M Sell
67,128
-20,348
-23% -$1.46M 0.26% 97
2013
Q3 		$6.08M Sell
87,476
-563
-0.6% -$37.6K 0.35% 85
2013
Q2 		$5.32M Buy
+88,039
New +$5.35M 0.3% 89

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

Evercore Wealth Management's COP Position: Q1 2026 in Review

Evercore Wealth Management reduced its ConocoPhillips (COP) stake by 13% in Q1 2026, selling an estimated $174K and leaving 10,253 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #193.

Evercore Wealth Management first reported a position in COP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.57M in Q2 2014. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Evercore Wealth Management held 10,253 shares of ConocoPhillips worth $1.35M as of Q1 2026.
  • Evercore Wealth Management sold 1,575 ConocoPhillips shares in Q1 2026, an estimated $174K.
  • ConocoPhillips made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Evercore Wealth Management first reported a position in ConocoPhillips in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's ConocoPhillips position peaked at $6.57M in Q2 2014.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.