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Milestones Private Investment Advisors’s ConocoPhillips COP Stock Holding History

Milestones Private Investment 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
Q2 		$241K Hold
2,319
– – 0.19% 71
2026
Q1 		$306K Sell
2,319
-103
-4% -$11.4K 0.27% 61
2025
Q4 		$227K Buy
2,422
+11
+0.5% +$995 0.16% 110
2025
Q3 		$228K Hold
2,411
– – 0.16% 111
2025
Q2 		$216K Buy
+2,411
New +$217K 0.16% 110

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

Milestones Private Investment Advisors's COP Position: Q2 2026 in Review

Milestones Private Investment Advisors held its ConocoPhillips (COP) position steady in Q2 2026 at 2,319 shares worth $241K. The position accounts for 0.19% of the portfolio, ranked #71.

Milestones Private Investment Advisors first reported a position in COP in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q1 2026. 2,460 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Milestones Private Investment Advisors held 2,319 shares of ConocoPhillips worth $241K as of Q2 2026.
  • Milestones Private Investment Advisors left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.19% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Milestones Private Investment Advisors first reported a position in ConocoPhillips in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's ConocoPhillips position peaked at $306K in Q1 2026.
  • 2,460 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.