Lyell Wealth Management
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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
Q3 		$1.87M Buy
14,906
+631
+4% +$78.2K 0.11% 106
2026
Q2 		$1.48M Sell
14,275
-2,411
-14% -$286K 0.09% 111
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lyell Wealth Management's COP Position: Q3 2026 in Review

Lyell Wealth Management increased its ConocoPhillips (COP) stake by 4.4% in Q3 2026, buying an estimated $78.2K and bringing the position to 14,906 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #106.

Lyell Wealth Management first reported a position in COP in Q4 2016 and has held it in 21 quarters since. The position peaked at $6.52M in Q1 2024. 1,654 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Lyell Wealth Management held 14,906 shares of ConocoPhillips worth $1.87M as of Q3 2026.
  • Lyell Wealth Management bought 631 ConocoPhillips shares in Q3 2026, an estimated $78.2K.
  • ConocoPhillips made up 0.11% of Lyell Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Lyell Wealth Management first reported a position in ConocoPhillips in Q4 2016 and has held it in 21 quarters since.
  • Lyell Wealth Management's ConocoPhillips position peaked at $6.52M in Q1 2024.
  • 1,654 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.