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Livelsberger Financial Advisory’s ConocoPhillips COP Stock Holding History

Livelsberger Financial Advisory’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
-1,337
Closed -$120K – 22
2025
Q2 		$120K Buy
+1,337
New +$120K 2.32% 13
2024
Q4 		– Sell
-807
Closed -$84.9K – 20
2024
Q3 		$84.9K Buy
+807
New +$88.6K 1.78% 15
2024
Q1 		– Sell
-794
Closed -$92.2K – 52
2023
Q4 		$92.2K Buy
+794
New +$92.9K 0.08% 118

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Livelsberger Financial Advisory's COP Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 1,337 shares — an estimated $120K sold.

Livelsberger Financial Advisory first reported a position in COP in Q4 2023 and held it in 3 quarters. The position peaked at $120K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 1,337 ConocoPhillips shares in Q3 2025, an estimated $120K.
  • Livelsberger Financial Advisory first reported a position in ConocoPhillips in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's ConocoPhillips position peaked at $120K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.