Regal Investment Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$940K Sell
7,119
-385
-5% -$42.6K 0.05% 301
2025
Q4
$702K Buy
7,504
+595
+9% +$53.8K 0.04% 353
2025
Q3
$654K Sell
6,909
-8
-0.1% -$756 0.04% 332
2025
Q2
$621K Buy
6,917
+69
+1% +$6.21K 0.05% 310
2025
Q1
$719K Sell
6,848
-8,070
-54% -$805K 0.06% 261
2024
Q4
$1.48M Sell
14,918
-156
-1% -$16.6K 0.11% 194
2024
Q3
$1.59M Sell
15,074
-996
-6% -$109K 0.11% 197
2024
Q2
$1.84M Sell
16,070
-513
-3% -$62.3K 0.12% 186
2024
Q1
$2.11M Sell
16,583
-25
-0.2% -$2.85K 0.14% 165
2023
Q4
$1.93M Buy
16,608
+141
+0.9% +$16.5K 0.15% 159
2023
Q3
$1.97M Sell
16,467
-542
-3% -$62.9K 0.17% 151
2023
Q2
$1.76M Sell
17,009
-2,332
-12% -$240K 0.15% 154
2023
Q1
$1.92M Buy
19,341
+740
+4% +$81K 0.17% 144
2022
Q4
$2.19M Sell
18,601
-508
-3% -$61.7K 0.21% 119
2022
Q3
$1.96M Buy
19,109
+668
+4% +$66.6K 0.21% 121
2022
Q2
$1.66M Sell
18,441
-16
-0.1% -$1.65K 0.17% 129
2022
Q1
$1.84M Sell
18,457
-931
-5% -$85.6K 0.17% 129
2021
Q4
$1.4M Sell
19,388
-369
-2% -$26.9K 0.12% 170
2021
Q3
$1.34M Buy
19,757
+420
+2% +$24.2K 0.13% 166
2021
Q2
$1.18M Buy
+19,337
New +$1.08M 0.12% 186
2021
Q1
Sell
-21,084
Closed -$843K 88
2020
Q4
$843K Buy
+21,084
New +$777K 0.1% 202
2020
Q1
Sell
-24,075
Closed -$1.57M 69
2019
Q4
$1.57M Sell
24,075
-939
-4% -$55.2K 0.28% 111
2019
Q3
$1.43M Sell
25,014
-187
-0.7% -$10.6K 0.28% 110
2019
Q2
$1.54M Sell
25,201
-693
-3% -$43.1K 0.3% 105
2019
Q1
$1.73M Sell
25,894
-501
-2% -$33.7K 0.35% 93
2018
Q4
$1.65M Sell
26,395
-1,614
-6% -$110K 0.36% 90
2018
Q3
$2.17M Buy
28,009
+3,347
+14% +$241K 0.46% 66
2018
Q2
$1.72M Sell
24,662
-16,030
-39% -$1.07M 0.52% 59
2018
Q1
$2.41M Sell
40,692
-5,553
-12% -$314K 0.53% 50
2017
Q4
$2.54M Sell
46,245
-964
-2% -$49.6K 0.57% 50
2017
Q3
$2.36M Buy
47,209
+443
+0.9% +$19.9K 0.55% 54
2017
Q2
$2.06M Sell
46,766
-3,284
-7% -$153K 0.51% 73
2017
Q1
$2.5M Sell
50,050
-8,533
-15% -$412K 0.65% 53
2016
Q4
$2.94M Sell
58,583
-2,261
-4% -$104K 0.81% 42
2016
Q3
$2.65M Buy
60,844
+248
+0.4% +$10.3K 0.75% 51
2016
Q2
$2.64M Sell
60,596
-3,539
-6% -$156K 0.73% 56
2016
Q1
$2.58M Buy
64,135
+24
+0% +$913 0.7% 61
2015
Q4
$2.99M Buy
64,111
+13,664
+27% +$714K 0.78% 49
2015
Q3
$2.42M Buy
50,447
+6,980
+16% +$355K 0.63% 61
2015
Q2
$2.67M Sell
43,467
-2,522
-5% -$164K 0.72% 50
2015
Q1
$2.86M Buy
45,989
+7,027
+18% +$454K 0.71% 45
2014
Q4
$2.69M Buy
38,962
+2,775
+8% +$194K 0.72% 39
2014
Q3
$2.77M Buy
36,187
+625
+2% +$51.1K 0.84% 30
2014
Q2
$3.05M Buy
35,562
+3,872
+12% +$302K 1.09% 12
2014
Q1
$2.23M Buy
31,690
+6,420
+25% +$430K 0.94% 25
2013
Q4
$1.78M Buy
25,270
+6,047
+31% +$434K 1.02% 18
2013
Q3
$1.34M Buy
19,223
+2,756
+17% +$184K 0.78% 31
2013
Q2
$996K Buy
+16,467
New +$1M 0.55% 61

Other funds holding COP

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

Regal Investment Advisors reduced its ConocoPhillips (COP) stake by 5.1% in Q1 2026, selling an estimated $42.6K and leaving 7,119 shares worth $940K. The position accounts for 0.05% of the portfolio, ranked #301.

Regal Investment Advisors first reported a position in COP in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.05M in Q2 2014. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Regal Investment Advisors held 7,119 shares of ConocoPhillips worth $940K as of Q1 2026.
  • Regal Investment Advisors sold 385 ConocoPhillips shares in Q1 2026, an estimated $42.6K.
  • ConocoPhillips made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #301 holding.
  • Regal Investment Advisors first reported a position in ConocoPhillips in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's ConocoPhillips position peaked at $3.05M in Q2 2014.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.