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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
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
– – ﹤0.01% 154
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 $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

LM Advisors's COP Position: Q1 2026 in Review

LM Advisors increased its ConocoPhillips (COP) stake by 41% in Q1 2026, buying an estimated $11.4K and bringing the position to 352 shares worth $2.66K. The position accounts for 0.04% of the portfolio, ranked #167.

LM Advisors first reported a position in COP in Q4 2023 and has held it in 9 quarters since. The position peaked at $337K in Q1 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • LM Advisors held 352 shares of ConocoPhillips worth $2.66K as of Q1 2026.
  • LM Advisors bought 103 ConocoPhillips shares in Q1 2026, an estimated $11.4K.
  • ConocoPhillips made up 0.04% of LM Advisors's portfolio in Q1 2026, its #167 holding.
  • LM Advisors first reported a position in ConocoPhillips in Q4 2023 and has held it in 9 quarters since.
  • LM Advisors's ConocoPhillips position peaked at $337K in Q1 2024.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.