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Forvis Mazars Wealth Advisors’s ConocoPhillips COP Stock Holding History

Forvis Mazars 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
Q1 		$6.11M Buy
46,315
+354
+0.8% +$39.2K 0.12% 84
2025
Q4 		$4.3M Sell
45,961
-1,151
-2% -$104K 0.08% 104
2025
Q3 		$4.46M Sell
47,112
-246
-0.5% -$23.3K 0.09% 99
2025
Q2 		$4.25M Buy
47,358
+1,054
+2% +$94.8K 0.09% 98
2025
Q1 		$4.86M Sell
46,304
-677
-1% -$67.5K 0.12% 87
2024
Q4 		$4.66M Sell
46,981
-645
-1% -$68.5K 0.11% 95
2024
Q3 		$5.01M Buy
47,626
+375
+0.8% +$41.2K 0.12% 92
2024
Q2 		$5.4M Buy
47,251
+548
+1% +$66.6K 0.13% 86
2024
Q1 		$5.94M Buy
46,703
+92
+0.2% +$10.5K 0.15% 80
2023
Q4 		$5.41M Sell
46,611
-702
-1% -$82.1K 0.15% 78
2023
Q3 		$5.67M Sell
47,313
-9,044
-16% -$1.05M 0.17% 77
2023
Q2 		$5.84M Buy
56,357
+9,520
+20% +$978K 0.17% 86
2023
Q1 		$4.65M Buy
46,837
+1,962
+4% +$215K 0.15% 88
2022
Q4 		$5.3M Sell
44,875
-1,283
-3% -$156K 0.19% 79
2022
Q3 		$4.72M Buy
46,158
+399
+0.9% +$39.8K 0.19% 80
2022
Q2 		$4.11M Buy
45,759
+587
+1% +$60.5K 0.17% 79
2022
Q1 		$4.52M Buy
45,172
+45
+0.1% +$4.14K 0.19% 59
2021
Q4 		$3.26M Sell
45,127
-296
-0.7% -$21.6K 0.14% 78
2021
Q3 		$3.08M Buy
45,423
+514
+1% +$29.7K 0.14% 75
2021
Q2 		$2.73M Sell
44,909
-3,034
-6% -$169K 0.13% 79
2021
Q1 		$2.54M Sell
47,943
-3,736
-7% -$184K 0.13% 80
2020
Q4 		$2.07M Sell
51,679
-9,126
-15% -$336K 0.1% 98
2020
Q3 		$2M Sell
60,805
-2,533
-4% -$96K 0.12% 89
2020
Q2 		$2.66M Buy
63,338
+2,804
+5% +$113K 0.17% 66
2020
Q1 		$1.86M Sell
60,534
-8,356
-12% -$425K 0.15% 70
2019
Q4 		$4.48M Buy
68,890
+965
+1% +$56.7K 0.32% 40
2019
Q3 		$3.87M Sell
67,925
-985
-1% -$56.1K 0.31% 40
2019
Q2 		$4.2M Buy
68,910
+194
+0.3% +$12.1K 0.34% 36
2019
Q1 		$4.59M Buy
68,716
+275
+0.4% +$18.5K 0.38% 35
2018
Q4 		$4.27M Sell
68,441
-1,421
-2% -$96.7K 0.44% 29
2018
Q3 		$5.41M Buy
69,862
+725
+1% +$52.3K 0.47% 25
2018
Q2 		$4.81M Sell
69,137
-2,816
-4% -$188K 0.47% 26
2018
Q1 		$4.27M Sell
71,953
-1,556
-2% -$88K 0.43% 29
2017
Q4 		$4.04M Buy
73,509
+1,152
+2% +$59.2K 0.4% 30
2017
Q3 		$3.62M Buy
72,357
+7,054
+11% +$317K 0.4% 30
2017
Q2 		$2.87M Buy
65,303
+2,155
+3% +$101K 0.33% 43
2017
Q1 		$3.15M Buy
63,148
+3,622
+6% +$175K 0.38% 35
2016
Q4 		$2.98M Buy
59,526
+5,711
+11% +$263K 0.39% 38
2016
Q3 		$2.34M Buy
53,815
+990
+2% +$41.1K 0.33% 44
2016
Q2 		$2.3M Buy
52,825
+4,110
+8% +$181K 0.34% 44
2016
Q1 		$1.96M Buy
48,715
+5,376
+12% +$204K 0.31% 41
2015
Q4 		$2.02M Buy
43,339
+7,186
+20% +$376K 0.3% 41
2015
Q3 		$1.73M Sell
36,153
-3,426
-9% -$174K 0.31% 40
2015
Q2 		$2.43M Buy
39,579
+125
+0.3% +$8.15K 0.36% 40
2015
Q1 		$2.46M Buy
39,454
+6,455
+20% +$417K 0.36% 38
2014
Q4 		$2.28M Buy
32,999
+551
+2% +$38.5K 0.37% 42
2014
Q3 		$2.48M Sell
32,448
-622
-2% -$50.9K 0.43% 36
2014
Q2 		$2.83M Sell
33,070
-6,122
-16% -$477K 0.48% 31
2014
Q1 		$2.75M Buy
39,192
+878
+2% +$58.8K 0.49% 34
2013
Q4 		$2.71M Buy
38,314
+85
+0.2% +$6.1K 0.5% 32
2013
Q3 		$2.66M Sell
38,229
-368
-1% -$24.6K 0.54% 29
2013
Q2 		$2.33M Buy
+38,597
New +$2.35M 1.85% 14

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

Forvis Mazars Wealth Advisors's COP Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its ConocoPhillips (COP) stake by 0.77% in Q1 2026, buying an estimated $39.2K and bringing the position to 46,315 shares worth $6.11M. The position accounts for 0.12% of the portfolio, ranked #84.

Forvis Mazars Wealth Advisors first reported a position in COP in Q2 2013 and has held it in 52 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 46,315 shares of ConocoPhillips worth $6.11M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 354 ConocoPhillips shares in Q1 2026, an estimated $39.2K.
  • ConocoPhillips made up 0.12% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Forvis Mazars Wealth Advisors first reported a position in ConocoPhillips in Q2 2013 and has held it in 52 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.