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Lowe Wealth Advisors’s ConocoPhillips COP Stock Holding History

Lowe 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
2025
Q3 		$9.46K Sell
100
-22
-18% -$2.08K ﹤0.01% 259
2025
Q2 		$10.9K Hold
122
– – ﹤0.01% 247
2025
Q1 		$12.8K Hold
122
– – 0.01% 234
2024
Q4 		$12.1K Buy
122
+22
+22% +$2.34K 0.01% 218
2024
Q3 		$10.5K Hold
100
– – ﹤0.01% 218
2024
Q2 		$11.4K Hold
100
– – 0.01% 212
2024
Q1 		$12.7K Hold
100
– – 0.01% 199
2023
Q4 		$11.6K Hold
100
– – 0.01% 201
2023
Q3 		$12K Hold
100
– – 0.01% 191
2023
Q2 		$10.4K Hold
100
– – 0.01% 216
2023
Q1 		$9.92K Sell
100
-17
-15% -$1.86K 0.01% 208
2022
Q4 		$13.8K Hold
117
– – 0.01% 188
2022
Q3 		$12K Hold
117
– – 0.01% 185
2022
Q2 		$11K Hold
117
– – 0.01% 177
2022
Q1 		$12K Sell
117
-80
-41% -$7.36K 0.01% 181
2021
Q4 		$14K Hold
197
– – 0.01% 171
2021
Q3 		$13K Hold
197
– – 0.01% 167
2021
Q2 		$12K Hold
197
– – 0.01% 173
2021
Q1 		$10K Hold
197
– – 0.01% 176
2020
Q4 		$8K Hold
197
– – ﹤0.01% 180
2020
Q3 		$6K Sell
197
-142
-42% -$5.38K ﹤0.01% 184
2020
Q2 		$14K Buy
339
+102
+43% +$4.13K 0.01% 128
2020
Q1 		$7K Buy
237
+120
+103% +$6.11K ﹤0.01% 171
2019
Q4 		$8K Hold
117
– – ﹤0.01% 180
2019
Q3 		$7K Hold
117
– – ﹤0.01% 174
2019
Q2 		$7K Hold
117
– – ﹤0.01% 188
2019
Q1 		$7K Hold
117
– – ﹤0.01% 164
2018
Q4 		$7K Hold
117
– – ﹤0.01% 157
2018
Q3 		$9K Hold
117
– – 0.01% 152
2018
Q2 		$8K Hold
117
– – 0.01% 150
2018
Q1 		$7K Hold
117
– – ﹤0.01% 166
2017
Q4 		$6K Hold
117
– – ﹤0.01% 177
2017
Q3 		$6K Buy
+117
New +$5.26K ﹤0.01% 173

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

Lowe Wealth Advisors's COP Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its ConocoPhillips (COP) stake by 18% in Q3 2025, selling an estimated $2.08K and leaving 100 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Lowe Wealth Advisors first reported a position in COP in Q3 2017 and has held it in 33 quarters since. The position peaked at $14K in Q4 2021. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • Lowe Wealth Advisors held 100 shares of ConocoPhillips worth $9.46K as of Q3 2025.
  • Lowe Wealth Advisors sold 22 ConocoPhillips shares in Q3 2025, an estimated $2.08K.
  • ConocoPhillips made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #259 holding.
  • Lowe Wealth Advisors first reported a position in ConocoPhillips in Q3 2017 and has held it in 33 quarters since.
  • Lowe Wealth Advisors's ConocoPhillips position peaked at $14K in Q4 2021.
  • 2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.