SAG
COP icon

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
2026
Q2 		$569K Sell
5,472
-454
-8% -$53.8K 0.02% 344
2026
Q1 		$782K Sell
5,926
-154
-3% -$17.1K 0.03% 266
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SageView Advisory Group's COP Position: Q2 2026 in Review

SageView Advisory Group reduced its ConocoPhillips (COP) stake by 7.7% in Q2 2026, selling an estimated $53.8K and leaving 5,472 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #344.

SageView Advisory Group first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q2 2024. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • SageView Advisory Group held 5,472 shares of ConocoPhillips worth $569K as of Q2 2026.
  • SageView Advisory Group sold 454 ConocoPhillips shares in Q2 2026, an estimated $53.8K.
  • ConocoPhillips made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #344 holding.
  • SageView Advisory Group first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's ConocoPhillips position peaked at $1.22M in Q2 2024.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.