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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
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

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 $3.37T AUM 44.26% 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

Lyell Wealth Management's COP Position: Q2 2026 in Review

Lyell Wealth Management reduced its ConocoPhillips (COP) stake by 14% in Q2 2026, selling an estimated $286K and leaving 14,275 shares worth $1.48M. The position accounts for 0.09% of the portfolio, ranked #111.

Lyell Wealth Management first reported a position in COP in Q4 2016 and has held it in 20 quarters since. The position peaked at $6.52M in Q1 2024. 2,468 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Lyell Wealth Management held 14,275 shares of ConocoPhillips worth $1.48M as of Q2 2026.
  • Lyell Wealth Management sold 2,411 ConocoPhillips shares in Q2 2026, an estimated $286K.
  • ConocoPhillips made up 0.09% of Lyell Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Lyell Wealth Management first reported a position in ConocoPhillips in Q4 2016 and has held it in 20 quarters since.
  • Lyell Wealth Management's ConocoPhillips position peaked at $6.52M in Q1 2024.
  • 2,468 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.