EverSource Wealth Advisors’s ConocoPhillips COP Stock Holding History

EverSource Wealth 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
2026 Q2	$1.33M	Sell	12,774 -7,493	-37%	-$888K	0.04%	298
2026 Q1	$2.68M	Sell	20,267 -323	-2%	-$35.8K	0.08%	178
2025 Q4	$1.93M	Sell	20,590 -990	-5%	-$89.5K	0.07%	196
2025 Q3	$2.04M	Sell	21,580 -2,693	-11%	-$255K	0.08%	173
2025 Q2	$2.18M	Sell	24,273 -43,312	-64%	-$3.9M	0.1%	151
2025 Q1	$7.1M	Buy	67,585 +5,864	+10%	+$585K	0.39%	66
2024 Q4	$6.12M	Buy	61,721 +154	+0.3%	+$16.4K	0.34%	70
2024 Q3	$6.48M	Sell	61,567 -903	-1%	-$99.2K	0.41%	61
2024 Q2	$6.95M	Buy	62,470 +4,266	+7%	+$518K	0.46%	54
2024 Q1	$7.31M	Buy	58,204 +15,453	+36%	+$1.76M	0.57%	42
2023 Q4	$4.96M	Sell	42,751 -3,170	-7%	-$371K	0.45%	54
2023 Q3	$5.5M	Buy	45,921 +2,244	+5%	+$261K	0.58%	42
2023 Q2	$4.53M	Buy	43,677 +7,010	+19%	+$720K	0.5%	48
2023 Q1	$3.64M	Buy	36,667 +775	+2%	+$84.8K	0.45%	57
2022 Q4	$4.24M	Buy	35,892 +26,279	+273%	+$3.19M	0.64%	32
2022 Q3	$984K	Buy	9,613 +3,623	+60%	+$361K	0.23%	82
2022 Q2	$537K	Buy	5,990 +1,526	+34%	+$157K	0.14%	138
2022 Q1	$446K	Buy	4,464 +290	+7%	+$26.7K	0.11%	165
2021 Q4	$302K	Buy	+4,174	New	+$304K	0.08%	171

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EverSource Wealth Advisors's COP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ConocoPhillips (COP) stake by 37% in Q2 2026, selling an estimated $888K and leaving 12,774 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #298.

EverSource Wealth Advisors first reported a position in COP in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.31M in Q1 2024. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

EverSource Wealth Advisors held 12,774 shares of ConocoPhillips worth $1.33M as of Q2 2026.
EverSource Wealth Advisors sold 7,493 ConocoPhillips shares in Q2 2026, an estimated $888K.
ConocoPhillips made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #298 holding.
EverSource Wealth Advisors first reported a position in ConocoPhillips in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's ConocoPhillips position peaked at $7.31M in Q1 2024.
2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.