INVST’s ConocoPhillips COP Stock Holding History

INVST’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	$990K	Sell	9,525 -298	-3%	-$35.3K	0.1%	165
2026 Q1	$1.3M	Buy	+9,823	New	+$1.09M	0.15%	110

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 $3.38T AUM 44.17% 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

INVST's COP Position: Q2 2026 in Review

INVST reduced its ConocoPhillips (COP) stake by 3% in Q2 2026, selling an estimated $35.3K and leaving 9,525 shares worth $990K. The position accounts for 0.1% of the portfolio, ranked #165.

INVST first reported a position in COP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.3M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

INVST held 9,525 shares of ConocoPhillips worth $990K as of Q2 2026.
INVST sold 298 ConocoPhillips shares in Q2 2026, an estimated $35.3K.
ConocoPhillips made up 0.1% of INVST's portfolio in Q2 2026, its #165 holding.
INVST first reported a position in ConocoPhillips in Q1 2026 and has held it in 2 quarters since.
INVST's ConocoPhillips position peaked at $1.3M in Q1 2026.
2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.