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Schechter Investment Advisors’s ConocoPhillips COP Stock Holding History

Schechter 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
2025
Q1 		$1.23M Sell
11,684
-2,914
-20% -$291K 0.1% 198
2024
Q4 		$1.45M Buy
14,598
+60
+0.4% +$6.37K 0.11% 179
2024
Q3 		$1.53M Sell
14,538
-688
-5% -$75.6K 0.11% 173
2024
Q2 		$1.74M Buy
15,226
+186
+1% +$22.6K 0.13% 146
2024
Q1 		$1.91M Sell
15,040
-325
-2% -$37.1K 0.14% 130
2023
Q4 		$1.78M Buy
15,365
+681
+5% +$79.7K 0.15% 129
2023
Q3 		$1.76M Sell
14,684
-17
-0.1% -$1.97K 0.17% 122
2023
Q2 		$1.52M Buy
14,701
+970
+7% +$99.7K 0.14% 157
2023
Q1 		$1.36M Sell
13,731
-4,400
-24% -$481K 0.13% 191
2022
Q4 		$2.14M Sell
18,131
-5,231
-22% -$636K 0.2% 105
2022
Q3 		$2.39M Buy
23,362
+534
+2% +$53.3K 0.24% 71
2022
Q2 		$2.05M Sell
22,828
-1,505
-6% -$155K 0.2% 93
2022
Q1 		$2.43M Buy
24,333
+778
+3% +$71.6K 0.23% 82
2021
Q4 		$1.7M Buy
+23,555
New +$1.72M 0.15% 153

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

Schechter Investment Advisors's COP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its ConocoPhillips (COP) stake by 20% in Q1 2025, selling an estimated $291K and leaving 11,684 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #198.

Schechter Investment Advisors first reported a position in COP in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.43M in Q1 2022. 2,394 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • Schechter Investment Advisors held 11,684 shares of ConocoPhillips worth $1.23M as of Q1 2025.
  • Schechter Investment Advisors sold 2,914 ConocoPhillips shares in Q1 2025, an estimated $291K.
  • ConocoPhillips made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #198 holding.
  • Schechter Investment Advisors first reported a position in ConocoPhillips in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's ConocoPhillips position peaked at $2.43M in Q1 2022.
  • 2,394 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.