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Persium Advisors’s ConocoPhillips COP Stock Holding History

Persium 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
Q3 		$715K Buy
5,717
+19
+0.3% +$2.35K 0.37% 51
2026
Q2 		$592K Hold
5,698
– – 0.39% 50
2026
Q1 		$752K Hold
5,698
– – 0.59% 34
2025
Q4 		$533K Sell
5,698
-6,631
-54% -$600K 0.38% 46
2025
Q3 		$1.17M Buy
12,329
+842
+7% +$79.6K 0.87% 9
2025
Q2 		$1.03M Buy
11,487
+675
+6% +$60.7K 0.85% 8
2025
Q1 		$1.14M Buy
10,812
+545
+5% +$54.4K 1.08% 7
2024
Q4 		$1.02M Buy
+10,267
New +$1.09M 1% 7

Other funds holding COP

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Persium Advisors's COP Position: Q3 2026 in Review

Persium Advisors increased its ConocoPhillips (COP) stake by 0.33% in Q3 2026, buying an estimated $2.35K and bringing the position to 5,717 shares worth $715K. The position accounts for 0.37% of the portfolio, ranked #51.

Persium Advisors first reported a position in COP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2025. 134 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Persium Advisors held 5,717 shares of ConocoPhillips worth $715K as of Q3 2026.
  • Persium Advisors bought 19 ConocoPhillips shares in Q3 2026, an estimated $2.35K.
  • ConocoPhillips made up 0.37% of Persium Advisors's portfolio in Q3 2026, its #51 holding.
  • Persium Advisors first reported a position in ConocoPhillips in Q4 2024 and has held it in 8 quarters since.
  • Persium Advisors's ConocoPhillips position peaked at $1.17M in Q3 2025.
  • 134 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.