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LM Advisors’s ConocoPhillips COP Stock Holding History

LM 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
Q2 		$277K Buy
2,660
+2,308
+656% +$274K 0.03% 201
2026
Q1 		$2.66K Buy
352
+103
+41% +$11.4K 0.04% 167
2025
Q4 		$2.66K Sell
249
-2,397
-91% -$217K 0.05% 164
2025
Q3 		$250K Hold
2,646
– – 0.04% 183
2025
Q2 		$237K Hold
2,646
– – 0.03% 175
2025
Q1 		$278K Hold
2,646
– – 0.05% 188
2024
Q4 		$262K Buy
+2,646
New +$281K 0.05% 168
2024
Q3 		– Sell
-2,646
Closed -$303K – 175
2024
Q2 		$303K Hold
2,646
– – 0.05% 153
2024
Q1 		$337K Hold
2,646
– – 0.05% 168
2023
Q4 		$307K Buy
+2,646
New +$310K 0.06% 149

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LM Advisors's COP Position: Q2 2026 in Review

LM Advisors increased its ConocoPhillips (COP) stake by 656% in Q2 2026, buying an estimated $274K and bringing the position to 2,660 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #201.

LM Advisors first reported a position in COP in Q4 2023 and has held it in 10 quarters since. The position peaked at $337K in Q1 2024. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • LM Advisors held 2,660 shares of ConocoPhillips worth $277K as of Q2 2026.
  • LM Advisors bought 2,308 ConocoPhillips shares in Q2 2026, an estimated $274K.
  • ConocoPhillips made up 0.03% of LM Advisors's portfolio in Q2 2026, its #201 holding.
  • LM Advisors first reported a position in ConocoPhillips in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's ConocoPhillips position peaked at $337K in Q1 2024.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.