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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Optivise Advisory Services's COP Position: Q2 2026 in Review

Optivise Advisory Services increased its ConocoPhillips (COP) stake by 18% in Q2 2026, buying an estimated $74.7K and bringing the position to 4,112 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #124.

Optivise Advisory Services first reported a position in COP in Q2 2024 and has held it in 9 quarters since. The position peaked at $460K in Q1 2026. 817 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Optivise Advisory Services held 4,112 shares of ConocoPhillips worth $428K as of Q2 2026.
Optivise Advisory Services bought 630 ConocoPhillips shares in Q2 2026, an estimated $74.7K.
ConocoPhillips made up 0.22% of Optivise Advisory Services's portfolio in Q2 2026, its #124 holding.
Optivise Advisory Services first reported a position in ConocoPhillips in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's ConocoPhillips position peaked at $460K in Q1 2026.
817 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.