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RIA Advisory Group’s ConocoPhillips COP Stock Holding History

RIA Advisory Group’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
-3,826
Closed -$379K – 143
2024
Q4 		$379K Sell
3,826
-14,615
-79% -$1.55M 0.13% 92
2024
Q3 		$1.94M Buy
+18,441
New +$2.03M 0.69% 23
2024
Q1 		$207K Sell
1,629
-2,353
-59% -$268K 0.08% 132
2023
Q4 		$462K Buy
+3,982
New +$466K 0.19% 63
2023
Q1 		– Sell
-4,506
Closed -$532K – 126
2022
Q4 		$532K Buy
+4,506
New +$548K 0.31% 50

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RIA Advisory Group's COP Position: Q1 2025 in Review

RIA Advisory Group sold out of ConocoPhillips (COP) in Q1 2025, closing a stake of 3,826 shares — an estimated $379K sold.

RIA Advisory Group first reported a position in COP in Q4 2022 and held it in 5 quarters. The position peaked at $1.94M in Q3 2024. 2,394 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • RIA Advisory Group reported no remaining ConocoPhillips position as of Q1 2025 after selling out during the quarter.
  • RIA Advisory Group sold 3,826 ConocoPhillips shares in Q1 2025, an estimated $379K.
  • RIA Advisory Group first reported a position in ConocoPhillips in Q4 2022 and held it in 5 quarters.
  • RIA Advisory Group's ConocoPhillips position peaked at $1.94M in Q3 2024.
  • 2,394 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.