Pacific Capital Wealth Advisors’s ConocoPhillips COP Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-216	Closed	-$21.4K	–	146
2024 Q4	$21.4K	Sell	216 -139	-39%	-$14.8K	﹤0.01%	216
2024 Q3	$37.4K	Buy	355 +45	+15%	+$4.94K	0.01%	182
2024 Q2	$35.5K	Buy	310 +216	+230%	+$26.2K	0.01%	185
2024 Q1	$12K	Buy	+94	New	+$10.7K	﹤0.01%	219

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacific Capital Wealth Advisors's COP Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of ConocoPhillips (COP) in Q1 2025, closing a stake of 216 shares — an estimated $21.4K sold.

Pacific Capital Wealth Advisors first reported a position in COP in Q1 2024 and held it in 4 quarters. The position peaked at $37.4K in Q3 2024. 2,395 funds tracked by Wall St. Rank hold COP as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining ConocoPhillips position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 216 ConocoPhillips shares in Q1 2025, an estimated $21.4K.
Pacific Capital Wealth Advisors first reported a position in ConocoPhillips in Q1 2024 and held it in 4 quarters.
Pacific Capital Wealth Advisors's ConocoPhillips position peaked at $37.4K in Q3 2024.
2,395 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.