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Lyell Wealth Management’s ConocoPhillips COP Stock Holding History

Lyell Wealth Management’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 		$2.2M Sell
16,686
-2,258
-12% -$250K 0.16% 90
2025
Q4 		$1.77M Sell
18,944
-3,683
-16% -$333K 0.13% 91
2025
Q3 		$2.14M Sell
22,627
-1,080
-5% -$102K 0.16% 87
2025
Q2 		$2.13M Sell
23,707
-7,780
-25% -$700K 0.17% 88
2025
Q1 		$3.31M Sell
31,487
-696
-2% -$69.4K 0.31% 77
2024
Q4 		$3.19M Sell
32,183
-14,582
-31% -$1.55M 0.29% 81
2024
Q3 		$4.92M Sell
46,765
-6,101
-12% -$670K 0.45% 70
2024
Q2 		$6.05M Buy
52,866
+1,608
+3% +$195K 0.58% 58
2024
Q1 		$6.52M Buy
51,258
+2,392
+5% +$273K 0.66% 53
2023
Q4 		$5.67M Buy
48,866
+1,383
+3% +$162K 0.64% 55
2023
Q3 		$5.69M Buy
47,483
+7,827
+20% +$909K 0.77% 48
2023
Q2 		$4.11M Buy
39,656
+3,789
+11% +$389K 0.53% 63
2023
Q1 		$3.56M Buy
35,867
+6,649
+23% +$728K 0.5% 68
2022
Q4 		$3.45M Buy
29,218
+25,423
+670% +$3.09M 0.54% 65
2022
Q3 		$388K Buy
3,795
+405
+12% +$40.4K 0.07% 142
2022
Q2 		$307K Buy
3,390
+40
+1% +$4.12K 0.05% 159
2022
Q1 		$336K Buy
+3,350
New +$308K 0.04% 162
2017
Q2 		– Sell
-6,020
Closed -$300K – 103
2017
Q1 		$300K Sell
6,020
-4,700
-44% -$227K 0.16% 86
2016
Q4 		$538K Buy
+10,720
New +$494K 0.33% 71

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

Lyell Wealth Management's COP Position: Q1 2026 in Review

Lyell Wealth Management reduced its ConocoPhillips (COP) stake by 12% in Q1 2026, selling an estimated $250K and leaving 16,686 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #90.

Lyell Wealth Management first reported a position in COP in Q4 2016 and has held it in 19 quarters since. The position peaked at $6.52M in Q1 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Lyell Wealth Management held 16,686 shares of ConocoPhillips worth $2.2M as of Q1 2026.
  • Lyell Wealth Management sold 2,258 ConocoPhillips shares in Q1 2026, an estimated $250K.
  • ConocoPhillips made up 0.16% of Lyell Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Lyell Wealth Management first reported a position in ConocoPhillips in Q4 2016 and has held it in 19 quarters since.
  • Lyell Wealth Management's ConocoPhillips position peaked at $6.52M in Q1 2024.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.