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Perennial Investment Advisors’s ConocoPhillips COP Stock Holding History

Perennial 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 		$13.2K Buy
+100
New +$11.1K ﹤0.01% 507
2025
Q2 		– Sell
-100
Closed -$10.5K – 479
2025
Q1 		$10.5K Buy
+100
New +$9.97K ﹤0.01% 432

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Perennial Investment Advisors's COP Position: Q1 2026 in Review

Perennial Investment Advisors increased its ConocoPhillips (COP) stake by 11% in Q1 2026, buying an estimated $53.2K and bringing the position to 4,939 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #253.

Perennial Investment Advisors first reported a position in COP in Q1 2021 and has held it in 21 quarters since. 2,565 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Perennial Investment Advisors held 4,939 shares of ConocoPhillips worth $652K as of Q1 2026.
  • Perennial Investment Advisors bought 480 ConocoPhillips shares in Q1 2026, an estimated $53.2K.
  • ConocoPhillips made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #253 holding.
  • Perennial Investment Advisors first reported a position in ConocoPhillips in Q1 2021 and has held it in 21 quarters since.
  • 2,565 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.