Sequoia Financial Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.56M Buy
63,098
+357
+0.6% +$42.3K 0.03% 300
2026
Q1
$8.28M Buy
62,741
+8,220
+15% +$910K 0.05% 231
2025
Q4
$5.1M Sell
54,521
-477
-0.9% -$43.1K 0.03% 323
2025
Q3
$5.2M Sell
54,998
-3,670
-6% -$347K 0.03% 299
2025
Q2
$5.26M Sell
58,668
-8,266
-12% -$744K 0.04% 272
2025
Q1
$7.03M Sell
66,934
-1,822
-3% -$182K 0.05% 229
2024
Q4
$6.82M Buy
68,756
+6,284
+10% +$667K 0.07% 220
2024
Q3
$6.58M Buy
62,472
+23,795
+62% +$2.61M 0.07% 187
2024
Q2
$4.42M Buy
38,677
+831
+2% +$101K 0.05% 206
2024
Q1
$4.82M Sell
37,846
-10,766
-22% -$1.23M 0.06% 200
2023
Q4
$5.64M Buy
48,612
+8,707
+22% +$1.02M 0.07% 202
2023
Q3
$4.78M Sell
39,905
-1,080
-3% -$125K 0.08% 155
2023
Q2
$4.25M Buy
40,985
+15,965
+64% +$1.64M 0.07% 169
2023
Q1
$2.48M Buy
25,020
+4,498
+22% +$492K 0.06% 188
2022
Q4
$2.42M Buy
20,522
+8,246
+67% +$1M 0.06% 183
2022
Q3
$1.26M Sell
12,276
-182
-1% -$18.2K 0.04% 194
2022
Q2
$1.12M Buy
12,458
+1,003
+9% +$103K 0.03% 216
2022
Q1
$1.15M Buy
11,455
+4,261
+59% +$392K 0.03% 240
2021
Q4
$519K Buy
+7,194
New +$524K 0.01% 320
2021
Q3
Sell
-6,452
Closed -$393K 298
2021
Q2
$393K Buy
6,452
+1,187
+23% +$66.2K 0.01% 318
2021
Q1
$279K Buy
+5,265
New +$259K 0.01% 350
2020
Q1
Sell
-5,089
Closed -$331K 374
2019
Q4
$331K Buy
5,089
+35
+0.7% +$2.06K 0.02% 282
2019
Q3
$288K Buy
5,054
+15
+0.3% +$854 0.02% 285
2019
Q2
$307K Sell
5,039
-1
-0% -$62 0.02% 273
2019
Q1
$336K Sell
5,040
-250
-5% -$16.8K 0.03% 252
2018
Q4
$330K Sell
5,290
-48
-0.9% -$3.27K 0.04% 192
2018
Q3
$413K Sell
5,338
-570
-10% -$41.1K 0.04% 179
2018
Q2
$411K Sell
5,908
-1,411
-19% -$94K 0.04% 179
2018
Q1
$434K Sell
7,319
-468
-6% -$26.5K 0.05% 173
2017
Q4
$427K Sell
7,787
-4,691
-38% -$241K 0.05% 181
2017
Q3
$625K Sell
12,478
-540
-4% -$24.3K 0.07% 134
2017
Q2
$572K Sell
13,018
-200
-2% -$9.33K 0.07% 137
2017
Q1
$659K Sell
13,218
-371
-3% -$17.9K 0.08% 122
2016
Q4
$681K Buy
13,589
+1,738
+15% +$80.1K 0.1% 122
2016
Q3
$515K Sell
11,851
-1,929
-14% -$80.1K 0.1% 117
2016
Q2
$601K Buy
13,780
+43
+0.3% +$1.9K 0.17% 102
2016
Q1
$553K Sell
13,737
-323
-2% -$12.3K 0.18% 95
2015
Q4
$656K Buy
14,060
+83
+0.6% +$4.34K 0.26% 77
2015
Q3
$670K Sell
13,977
-506
-3% -$25.7K 0.29% 70
2015
Q2
$889K Buy
14,483
+1,342
+10% +$87.5K 0.38% 61
2015
Q1
$818K Buy
13,141
+2,061
+19% +$133K 0.37% 63
2014
Q4
$765K Buy
11,080
+484
+5% +$33.8K 0.52% 45
2014
Q3
$811K Sell
10,596
-61
-0.6% -$4.99K 0.56% 46
2014
Q2
$914K Buy
10,657
+434
+4% +$33.8K 0.69% 32
2014
Q1
$719K Sell
10,223
-15,828
-61% -$1.06M 0.6% 40
2013
Q4
$1.84M Buy
+26,051
New +$1.87M 1.52% 11

Other funds holding COP

Sequoia Financial Advisors's COP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its ConocoPhillips (COP) stake by 0.57% in Q2 2026, buying an estimated $42.3K and bringing the position to 63,098 shares worth $6.56M. The position accounts for 0.03% of the portfolio, ranked #300.

Sequoia Financial Advisors first reported a position in COP in Q4 2013 and has held it in 46 quarters since. The position peaked at $8.28M in Q1 2026. 2,456 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Sequoia Financial Advisors held 63,098 shares of ConocoPhillips worth $6.56M as of Q2 2026.
  • Sequoia Financial Advisors bought 357 ConocoPhillips shares in Q2 2026, an estimated $42.3K.
  • ConocoPhillips made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #300 holding.
  • Sequoia Financial Advisors first reported a position in ConocoPhillips in Q4 2013 and has held it in 46 quarters since.
  • Sequoia Financial Advisors's ConocoPhillips position peaked at $8.28M in Q1 2026.
  • 2,456 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.