Mount Yale Investment Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.93M | Buy |
66,700
+23,448
| +54% | +$2.78M | 0.13% | 182 |
|
|
2026
Q1 | $5.71M | Buy |
43,252
+22,332
| +107% | +$2.47M | 0.13% | 168 |
|
|
2025
Q4 | $1.96M | Buy |
20,920
+1,336
| +7% | +$121K | 0.09% | 194 |
|
|
2025
Q3 | $1.85M | Buy |
19,584
+2,696
| +16% | +$255K | 0.13% | 171 |
|
|
2025
Q2 | $1.52M | Sell |
16,888
-1,172
| -6% | -$105K | 0.12% | 152 |
|
|
2025
Q1 | $1.9M | Buy |
18,060
+8,189
| +83% | +$817K | 0.16% | 123 |
|
|
2024
Q4 | $979K | Buy |
9,871
+3,612
| +58% | +$383K | 0.08% | 204 |
|
|
2024
Q3 | $659K | Sell |
6,259
-324
| -5% | -$35.6K | 0.06% | 283 |
|
|
2024
Q2 | $753K | Buy |
6,583
+39
| +0.6% | +$4.74K | 0.06% | 259 |
|
|
2024
Q1 | $833K | Sell |
6,544
-301
| -4% | -$34.3K | 0.06% | 257 |
|
|
2023
Q4 | $794K | Buy |
6,845
+521
| +8% | +$61K | 0.08% | 237 |
|
|
2023
Q3 | $758K | Buy |
6,324
+9
| +0.1% | +$1.04K | 0.08% | 233 |
|
|
2023
Q2 | $654K | Buy |
6,315
+1,140
| +22% | +$117K | 0.07% | 272 |
|
|
2023
Q1 | $513K | Sell |
5,175
-4,608
| -47% | -$504K | 0.06% | 295 |
|
|
2022
Q4 | $1.15M | Sell |
9,783
-3,723
| -28% | -$453K | 0.13% | 160 |
|
|
2022
Q3 | $1.38M | Sell |
13,506
-566
| -4% | -$56.5K | 0.18% | 121 |
|
|
2022
Q2 | $1.26M | Buy |
14,072
+1,220
| +9% | +$126K | 0.16% | 144 |
|
|
2022
Q1 | $1.28M | Sell |
12,852
-86
| -0.7% | -$7.91K | 0.14% | 164 |
|
|
2021
Q4 | $934K | Buy |
12,938
+628
| +5% | +$45.8K | 0.1% | 215 |
|
|
2021
Q3 | $834K | Buy |
12,310
+636
| +5% | +$36.7K | 0.1% | 215 |
|
|
2021
Q2 | $711K | Buy |
11,674
+67
| +0.6% | +$3.73K | 0.09% | 225 |
|
|
2021
Q1 | $615K | Buy |
+11,607
| New | +$572K | 0.08% | 234 |
|
|
2020
Q4 | – | Sell |
-10,297
| Closed | -$338K | – | 400 |
|
|
2020
Q3 | $338K | Buy |
10,297
+3,267
| +46% | +$124K | 0.05% | 269 |
|
|
2020
Q2 | $295K | Buy |
+7,030
| New | +$284K | 0.05% | 267 |
|
|
2020
Q1 | – | Sell |
-6,132
| Closed | -$364K | – | 298 |
|
|
2019
Q4 | $364K | Buy |
+6,132
| New | +$361K | 0.06% | 254 |
|
|
2018
Q4 | – | Sell |
-3,721
| Closed | -$261K | – | 409 |
|
|
2018
Q3 | $261K | Sell |
3,721
-590
| -14% | -$42.5K | 0.05% | 275 |
|
|
2018
Q2 | $300K | Buy |
4,311
+434
| +11% | +$28.9K | 0.06% | 248 |
|
|
2018
Q1 | $230K | Buy |
+3,877
| New | +$219K | 0.05% | 277 |
|
Other funds holding COP
Mount Yale Investment Advisors's COP Position: Q2 2026 in Review
Mount Yale Investment Advisors increased its ConocoPhillips (COP) stake by 54% in Q2 2026, buying an estimated $2.78M and bringing the position to 66,700 shares worth $6.93M. The position accounts for 0.13% of the portfolio, ranked #182.
Mount Yale Investment Advisors first reported a position in COP in Q1 2018 and has held it in 28 quarters since. 2,473 funds tracked by Wall St. Rank hold COP as of Q2 2026.
- Mount Yale Investment Advisors held 66,700 shares of ConocoPhillips worth $6.93M as of Q2 2026.
- Mount Yale Investment Advisors bought 23,448 ConocoPhillips shares in Q2 2026, an estimated $2.78M.
- ConocoPhillips made up 0.13% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #182 holding.
- Mount Yale Investment Advisors first reported a position in ConocoPhillips in Q1 2018 and has held it in 28 quarters since.
- 2,473 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.