IVC Wealth Advisors
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IVC Wealth Advisors’s ConocoPhillips COP Stock Holding History

IVC 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
Q3 		$549K Sell
4,388
-530
-11% -$65.7K 0.22% 83
2026
Q2 		$511K Hold
4,918
– – 0.2% 95
2026
Q1 		$649K Sell
4,918
-5
-0.1% -$554 0.28% 69
2025
Q4 		$461K Sell
4,923
-76
-2% -$6.87K 0.2% 93
2025
Q3 		$473K Sell
4,999
-554
-10% -$52.4K 0.21% 91
2025
Q2 		$498K Sell
5,553
-58
-1% -$5.22K 0.24% 78
2025
Q1 		$589K Sell
5,611
-119
-2% -$11.9K 0.32% 66
2024
Q4 		$568K Sell
5,730
-1,584
-22% -$168K 0.32% 65
2024
Q3 		$770K Sell
7,314
-933
-11% -$102K 0.42% 54
2024
Q2 		$943K Sell
8,247
-84
-1% -$10.2K 0.53% 46
2024
Q1 		$1.06M Buy
8,331
+401
+5% +$45.7K 0.61% 42
2023
Q4 		$920K Buy
7,930
+707
+10% +$82.7K 0.57% 45
2023
Q3 		$865K Sell
7,223
-2
-0% -$232 0.58% 49
2023
Q2 		$749K Sell
7,225
-58
-0.8% -$5.96K 0.47% 61
2023
Q1 		$723K Sell
7,283
-13
-0.2% -$1.42K 0.51% 58
2022
Q4 		$861K Sell
7,296
-94
-1% -$11.4K 0.63% 46
2022
Q3 		$756K Sell
7,390
-80
-1% -$7.98K 0.61% 44
2022
Q2 		$671K Buy
7,470
+109
+1% +$11.2K 0.52% 55
2022
Q1 		$736K Sell
7,361
-608
-8% -$55.9K 0.48% 53
2021
Q4 		$575K Hold
7,969
– – 0.37% 67
2021
Q3 		$540K Sell
7,969
-90
-1% -$5.19K 0.37% 73
2021
Q2 		$491K Sell
8,059
-157
-2% -$8.75K 0.35% 77
2021
Q1 		$435K Sell
8,216
-37
-0.4% -$1.82K 0.34% 79
2020
Q4 		$330K Buy
+8,253
New +$304K 0.31% 83

Other funds holding COP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

IVC Wealth Advisors's COP Position: Q3 2026 in Review

IVC Wealth Advisors reduced its ConocoPhillips (COP) stake by 11% in Q3 2026, selling an estimated $65.7K and leaving 4,388 shares worth $549K. The position accounts for 0.22% of the portfolio, ranked #83.

IVC Wealth Advisors first reported a position in COP in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q1 2024. 1,544 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • IVC Wealth Advisors held 4,388 shares of ConocoPhillips worth $549K as of Q3 2026.
  • IVC Wealth Advisors sold 530 ConocoPhillips shares in Q3 2026, an estimated $65.7K.
  • ConocoPhillips made up 0.22% of IVC Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • IVC Wealth Advisors first reported a position in ConocoPhillips in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's ConocoPhillips position peaked at $1.06M in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.