Evermay Wealth Management
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Evermay Wealth Management’s ConocoPhillips COP Stock Holding History

Evermay 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
Q3 		– Sell
-371
Closed -$38.6K – 635
2026
Q2 		$38.6K Buy
+371
New +$44K ﹤0.01% 381
2024
Q3 		– Sell
-109
Closed -$12.5K – 595
2024
Q2 		$12.5K Hold
109
– – ﹤0.01% 435
2024
Q1 		$13.9K Sell
109
-10
-8% -$1.14K ﹤0.01% 443
2023
Q4 		$13.8K Buy
119
+10
+9% +$1.17K ﹤0.01% 418
2023
Q3 		$13.1K Hold
109
– – ﹤0.01% 403
2023
Q2 		$11.3K Hold
109
– – ﹤0.01% 415
2023
Q1 		$10.8K Buy
+109
New +$11.9K ﹤0.01% 413
2022
Q1 		– Sell
-1,584
Closed -$114K – 530
2021
Q4 		$114K Hold
1,584
– – 0.02% 219
2021
Q3 		$107K Hold
1,584
– – 0.02% 211
2021
Q2 		$96K Buy
+1,584
New +$88.3K 0.02% 224
2017
Q3 		– Sell
-4,681
Closed -$206K – 102
2017
Q2 		$206K Buy
4,681
+1
+0% +$47 0.09% 96
2017
Q1 		$233K Hold
4,680
– – 0.1% 86
2016
Q4 		$235K Buy
4,680
+1
+0% +$46 0.12% 66
2016
Q3 		$203K Hold
4,679
– – 0.1% 74
2016
Q2 		$204K Buy
+4,679
New +$206K 0.11% 76
2016
Q1 		– Sell
-5,188
Closed -$242K – 75
2015
Q4 		$242K Buy
5,188
+466
+10% +$24.4K 0.14% 66
2015
Q3 		$226K Sell
4,722
-164
-3% -$8.34K 0.14% 73
2015
Q2 		$300K Buy
4,886
+3
+0.1% +$195 0.18% 59
2015
Q1 		$304K Sell
4,883
-48
-1% -$3.1K 0.18% 61
2014
Q4 		$341K Sell
4,931
-467
-9% -$32.6K 0.22% 59
2014
Q3 		$413K Buy
5,398
+1,062
+24% +$86.9K 0.35% 45
2014
Q2 		$372K Buy
4,336
+336
+8% +$26.2K 0.32% 49
2014
Q1 		$281K Buy
+4,000
New +$268K 0.3% 53

Other funds holding COP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Evermay Wealth Management's COP Position: Q3 2026 in Review

Evermay Wealth Management sold out of ConocoPhillips (COP) in Q3 2026, closing a stake of 371 shares — an estimated $38.6K sold.

Evermay Wealth Management first reported a position in COP in Q1 2014 and held it in 23 quarters. The position peaked at $413K in Q3 2014. 1,644 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Evermay Wealth Management reported no remaining ConocoPhillips position as of Q3 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 371 ConocoPhillips shares in Q3 2026, an estimated $38.6K.
  • Evermay Wealth Management first reported a position in ConocoPhillips in Q1 2014 and held it in 23 quarters.
  • Evermay Wealth Management's ConocoPhillips position peaked at $413K in Q3 2014.
  • 1,644 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.