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Savvy Advisors Inc’s ConocoPhillips COP Stock Holding History

Savvy Advisors Inc’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 		$3.01M Buy
28,972
+2,832
+11% +$336K 0.06% 239
2026
Q1 		$3.45M Buy
26,140
+1,869
+8% +$207K 0.09% 171
2025
Q4 		$2.27M Buy
24,271
+5,404
+29% +$489K 0.07% 205
2025
Q3 		$1.78M Buy
18,867
+300
+2% +$28.4K 0.08% 175
2025
Q2 		$1.67M Buy
18,567
+3,091
+20% +$278K 0.11% 137
2025
Q1 		$1.63M Sell
15,476
-316
-2% -$31.5K 0.16% 102
2024
Q4 		$1.57M Buy
15,792
+3,654
+30% +$388K 0.19% 93
2024
Q3 		$1.28M Buy
12,138
+6,317
+109% +$694K 0.26% 75
2024
Q2 		$666K Buy
5,821
+1,607
+38% +$195K 0.22% 107
2024
Q1 		$536K Sell
4,214
-93
-2% -$10.6K 0.31% 84
2023
Q4 		$500K Buy
+4,307
New +$504K 0.49% 59

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

Savvy Advisors Inc's COP Position: Q2 2026 in Review

Savvy Advisors Inc increased its ConocoPhillips (COP) stake by 11% in Q2 2026, buying an estimated $336K and bringing the position to 28,972 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #239.

Savvy Advisors Inc first reported a position in COP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.45M in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Savvy Advisors Inc held 28,972 shares of ConocoPhillips worth $3.01M as of Q2 2026.
  • Savvy Advisors Inc bought 2,832 ConocoPhillips shares in Q2 2026, an estimated $336K.
  • ConocoPhillips made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #239 holding.
  • Savvy Advisors Inc first reported a position in ConocoPhillips in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's ConocoPhillips position peaked at $3.45M in Q1 2026.
  • 2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.