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Evernest Financial Advisors’s ConocoPhillips COP Stock Holding History

Evernest Financial Advisors’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
2025
Q4 		– Sell
-2,242
Closed -$212K – 191
2025
Q3 		$212K Buy
2,242
+1
+0% +$95 0.06% 176
2025
Q2 		$201K Buy
+2,241
New +$202K 0.07% 165
2024
Q3 		– Sell
-1,761
Closed -$201K – 163
2024
Q2 		$201K Hold
1,761
– – 0.09% 124
2024
Q1 		$228K Buy
+1,761
New +$201K 0.11% 118

Other funds holding COP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Evernest Financial Advisors's COP Position: Q4 2025 in Review

Evernest Financial Advisors sold out of ConocoPhillips (COP) in Q4 2025, closing a stake of 2,242 shares — an estimated $212K sold.

Evernest Financial Advisors first reported a position in COP in Q1 2024 and held it in 4 quarters. The position peaked at $228K in Q1 2024. 2,359 funds tracked by Wall St. Rank hold COP as of Q4 2025.

  • Evernest Financial Advisors reported no remaining ConocoPhillips position as of Q4 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 2,242 ConocoPhillips shares in Q4 2025, an estimated $212K.
  • Evernest Financial Advisors first reported a position in ConocoPhillips in Q1 2024 and held it in 4 quarters.
  • Evernest Financial Advisors's ConocoPhillips position peaked at $228K in Q1 2024.
  • 2,359 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.