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Mount Yale Investment Advisors’s ConocoPhillips COP Stock Holding History

Mount Yale 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
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

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

Mount Yale Investment Advisors's COP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its ConocoPhillips (COP) stake by 107% in Q1 2026, buying an estimated $2.47M and bringing the position to 43,252 shares worth $5.71M. The position accounts for 0.13% of the portfolio, ranked #168.

Mount Yale Investment Advisors first reported a position in COP in Q1 2018 and has held it in 27 quarters since. 2,561 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Mount Yale Investment Advisors held 43,252 shares of ConocoPhillips worth $5.71M as of Q1 2026.
  • Mount Yale Investment Advisors bought 22,332 ConocoPhillips shares in Q1 2026, an estimated $2.47M.
  • ConocoPhillips made up 0.13% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #168 holding.
  • Mount Yale Investment Advisors first reported a position in ConocoPhillips in Q1 2018 and has held it in 27 quarters since.
  • 2,561 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.