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Roehl & Yi Investment Advisors’s ConocoPhillips COP Stock Holding History

Roehl & Yi 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 		$395K Buy
2,991
+270
+10% +$29.9K 0.15% 111
2025
Q4 		$255K Sell
2,721
-132
-5% -$11.9K 0.1% 139
2025
Q3 		$270K Buy
+2,853
New +$270K 0.12% 131

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Roehl & Yi Investment Advisors's COP Position: Q1 2026 in Review

Roehl & Yi Investment Advisors increased its ConocoPhillips (COP) stake by 9.9% in Q1 2026, buying an estimated $29.9K and bringing the position to 2,991 shares worth $395K. The position accounts for 0.15% of the portfolio, ranked #111.

Roehl & Yi Investment Advisors first reported a position in COP in Q3 2025 and has held it in 3 quarters since. 2,561 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Roehl & Yi Investment Advisors held 2,991 shares of ConocoPhillips worth $395K as of Q1 2026.
  • Roehl & Yi Investment Advisors bought 270 ConocoPhillips shares in Q1 2026, an estimated $29.9K.
  • ConocoPhillips made up 0.15% of Roehl & Yi Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • Roehl & Yi Investment Advisors first reported a position in ConocoPhillips in Q3 2025 and has held it in 3 quarters since.
  • 2,561 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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