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Foundations Investment Advisors’s ConocoPhillips COP Stock Holding History

Foundations Investment 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 		$1.63M Sell
12,369
-8,810
-42% -$976K 0.02% 414
2025
Q4 		$1.98M Buy
21,179
+8,286
+64% +$749K 0.03% 353
2025
Q3 		$1.22M Sell
12,893
-576
-4% -$54.5K 0.02% 426
2025
Q2 		$1.21M Sell
13,469
-442
-3% -$39.8K 0.02% 389
2025
Q1 		$1.46M Buy
13,911
+510
+4% +$50.9K 0.03% 339
2024
Q4 		$1.33M Buy
13,401
+1,133
+9% +$120K 0.03% 355
2024
Q3 		$1.29M Buy
12,268
+256
+2% +$28.1K 0.03% 323
2024
Q2 		$1.37M Buy
12,012
+673
+6% +$81.7K 0.03% 287
2024
Q1 		$1.44M Sell
11,339
-548
-5% -$62.5K 0.04% 268
2023
Q4 		$1.32M Sell
11,887
-595
-5% -$69.6K 0.04% 270
2023
Q3 		$1.5M Sell
12,482
-2,161
-15% -$251K 0.05% 246
2023
Q2 		$1.52M Buy
14,643
+2,565
+21% +$264K 0.05% 219
2023
Q1 		$1.2M Buy
12,078
+926
+8% +$101K 0.04% 214
2022
Q4 		$1.32M Buy
11,152
+837
+8% +$102K 0.05% 176
2022
Q3 		$1.06M Sell
10,315
-108
-1% -$10.8K 0.05% 164
2022
Q2 		$869K Sell
10,423
-1,005
-9% -$104K 0.04% 169
2022
Q1 		$1.16M Sell
11,428
-530
-4% -$48.7K 0.04% 117
2021
Q4 		$1.01M Buy
11,958
+4
+0% +$291 0.04% 125
2021
Q3 		$857K Sell
11,954
-76
-0.6% -$4.39K 0.04% 123
2021
Q2 		$723K Sell
12,030
-3,211
-21% -$179K 0.03% 123
2021
Q1 		$798K Buy
15,241
+411
+3% +$20.3K 0.05% 95
2020
Q4 		$663K Buy
+14,830
New +$547K 0.04% 98

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

Foundations Investment Advisors's COP Position: Q1 2026 in Review

Foundations Investment Advisors reduced its ConocoPhillips (COP) stake by 42% in Q1 2026, selling an estimated $976K and leaving 12,369 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #414.

Foundations Investment Advisors first reported a position in COP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.98M in Q4 2025. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Foundations Investment Advisors held 12,369 shares of ConocoPhillips worth $1.63M as of Q1 2026.
  • Foundations Investment Advisors sold 8,810 ConocoPhillips shares in Q1 2026, an estimated $976K.
  • ConocoPhillips made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #414 holding.
  • Foundations Investment Advisors first reported a position in ConocoPhillips in Q4 2020 and has held it in 22 quarters since.
  • Foundations Investment Advisors's ConocoPhillips position peaked at $1.98M in Q4 2025.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.