Optivise Advisory Services’s ConocoPhillips COP Stock Holding History

Optivise Advisory Services’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	$545K	Buy	4,355 +243	+6%	+$30.1K	0.27%	98
2026 Q2	$428K	Buy	4,112 +630	+18%	+$74.7K	0.22%	124
2026 Q1	$460K	Sell	3,482 -571	-14%	-$63.2K	0.28%	91
2025 Q4	$379K	Buy	4,053 +887	+28%	+$80.2K	0.22%	115
2025 Q3	$299K	Buy	3,166 +851	+37%	+$80.5K	0.18%	129
2025 Q2	$208K	Buy	2,315 +24	+1%	+$2.16K	0.11%	195
2025 Q1	$241K	Sell	2,291 -250	-10%	-$24.9K	0.14%	158
2024 Q4	$252K	Sell	2,541 -633	-20%	-$67.2K	0.14%	144
2024 Q3	$334K	Buy	3,174 +39	+1%	+$4.28K	0.18%	110
2024 Q2	$359K	Buy	+3,135	New	+$381K	0.19%	114

Other funds holding COP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Optivise Advisory Services's COP Position: Q3 2026 in Review

Optivise Advisory Services increased its ConocoPhillips (COP) stake by 5.9% in Q3 2026, buying an estimated $30.1K and bringing the position to 4,355 shares worth $545K. The position accounts for 0.27% of the portfolio, ranked #98.

Optivise Advisory Services first reported a position in COP in Q2 2024 and has held it in 10 quarters since. 1,544 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Optivise Advisory Services held 4,355 shares of ConocoPhillips worth $545K as of Q3 2026.
Optivise Advisory Services bought 243 ConocoPhillips shares in Q3 2026, an estimated $30.1K.
ConocoPhillips made up 0.27% of Optivise Advisory Services's portfolio in Q3 2026, its #98 holding.
Optivise Advisory Services first reported a position in ConocoPhillips in Q2 2024 and has held it in 10 quarters since.
1,544 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.