SageView Advisory Group’s ConocoPhillips COP Stock Holding History

SageView 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 Q4	$569K	Buy	6,080 +28	+0.5%	+$2.53K	0.02%	341
2025 Q3	$572K	Buy	6,052 +1,276	+27%	+$121K	0.02%	359
2025 Q2	$463K	Sell	4,776 -868	-15%	-$78.1K	0.02%	388
2025 Q1	$593K	Sell	5,644 -666	-11%	-$66.4K	0.03%	311
2024 Q4	$626K	Buy	6,310 +689	+12%	+$73.2K	0.03%	304
2024 Q3	$592K	Sell	5,621 -5,026	-47%	-$552K	0.03%	269
2024 Q2	$1.22M	Buy	10,647 +5,152	+94%	+$626K	0.06%	191
2024 Q1	$699K	Sell	5,495 -4,351	-44%	-$496K	0.04%	256
2023 Q4	$1.12M	Buy	9,846 +6,525	+196%	+$763K	0.05%	236
2023 Q3	$398K	Sell	3,321 -2	-0.1%	-$232	0.02%	364
2023 Q2	$344K	Buy	3,323 +641	+24%	+$65.9K	0.02%	422
2023 Q1	$266K	Buy	2,682 +256	+11%	+$28K	0.02%	404
2022 Q4	$286K	Buy	+2,426	New	+$295K	0.02%	330

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SageView Advisory Group's COP Position: Q4 2025 in Review

SageView Advisory Group increased its ConocoPhillips (COP) stake by 0.46% in Q4 2025, buying an estimated $2.53K and bringing the position to 6,080 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #341.

SageView Advisory Group first reported a position in COP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2024. 2,352 funds tracked by Wall St. Rank hold COP as of Q4 2025.

SageView Advisory Group held 6,080 shares of ConocoPhillips worth $569K as of Q4 2025.
SageView Advisory Group bought 28 ConocoPhillips shares in Q4 2025, an estimated $2.53K.
ConocoPhillips made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #341 holding.
SageView Advisory Group first reported a position in ConocoPhillips in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's ConocoPhillips position peaked at $1.22M in Q2 2024.
2,352 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.