Financial Advocates Investment Management’s ConocoPhillips COP Stock Holding History

Financial Advocates 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
2025 Q3	–	Sell	-10,424	Closed	-$935K	–	179
2025 Q2	$935K	Sell	10,424 -644	-6%	-$57.9K	0.08%	238
2025 Q1	$1.16M	Sell	11,068 -505	-4%	-$50.4K	0.08%	250
2024 Q4	$1.15M	Buy	11,573 +7,738	+202%	+$822K	0.07%	275
2024 Q3	$404K	Sell	3,835 -262	-6%	-$28.8K	0.02%	524
2024 Q2	$469K	Sell	4,097 -795	-16%	-$96.6K	0.03%	449
2024 Q1	$623K	Sell	4,892 -49	-1%	-$5.59K	0.04%	412
2023 Q4	$573K	Sell	4,941 -406	-8%	-$47.5K	0.04%	402
2023 Q3	$641K	Buy	5,347 +670	+14%	+$77.8K	0.05%	358
2023 Q2	$485K	Sell	4,677 -156	-3%	-$16K	0.03%	416
2023 Q1	$479K	Buy	4,833 +14	+0.3%	+$1.53K	0.03%	441
2022 Q4	$569K	Buy	4,819 +311	+7%	+$37.8K	0.04%	420
2022 Q3	$461K	Sell	4,508 -19,732	-81%	-$1.97M	0.04%	438
2022 Q2	$2.18M	Sell	24,240 -2,494	-9%	-$257K	0.18%	142
2022 Q1	$2.67M	Buy	26,734 +21,329	+395%	+$1.96M	0.18%	138
2021 Q4	$391K	Sell	5,405 -4,284	-44%	-$312K	0.02%	552
2021 Q3	$656K	Sell	9,689 -20,994	-68%	-$1.21M	0.04%	412
2021 Q2	$1.87M	Buy	30,683 +22,224	+263%	+$1.24M	0.12%	198
2021 Q1	$305K	Sell	8,459 -1,142	-12%	-$56.3K	0.02%	600
2020 Q4	$384K	Buy	9,601 +2,829	+42%	+$104K	0.03%	502
2020 Q3	$223K	Sell	6,772 -655	-9%	-$24.8K	0.02%	550
2020 Q2	$312K	Buy	7,427 +196	+3%	+$7.93K	0.03%	459
2020 Q1	$223K	Sell	7,231 -860	-11%	-$43.8K	0.03%	414
2019 Q4	$526K	Sell	8,091 -56	-0.7%	-$3.29K	0.06%	304
2019 Q3	$464K	Sell	8,147 -1,089	-12%	-$62K	0.05%	302
2019 Q2	$563K	Buy	9,236 +957	+12%	+$59.6K	0.07%	264
2019 Q1	$553K	Buy	8,279 +31	+0.4%	+$2.09K	0.07%	252
2018 Q4	$514K	Sell	8,248 -5,216	-39%	-$355K	0.07%	240
2018 Q3	$1.04M	Buy	13,464 +338	+3%	+$24.4K	0.12%	181
2018 Q2	$901K	Sell	13,126 -3,208	-20%	-$214K	0.11%	193
2018 Q1	$969K	Buy	16,334 +207	+1%	+$11.7K	0.13%	168
2017 Q4	$885K	Buy	+16,127	New	+$829K	0.12%	178

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Advocates Investment Management's COP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 10,424 shares — an estimated $935K sold.

Financial Advocates Investment Management first reported a position in COP in Q4 2017 and held it in 31 quarters. The position peaked at $2.67M in Q1 2022. 2,283 funds tracked by Wall St. Rank hold COP as of Q3 2025.

Financial Advocates Investment Management reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 10,424 ConocoPhillips shares in Q3 2025, an estimated $935K.
Financial Advocates Investment Management first reported a position in ConocoPhillips in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's ConocoPhillips position peaked at $2.67M in Q1 2022.
2,283 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.