Sheaff Brock Investment Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$765K Sell
7,287
-470
-6% -$46.9K 0.07% 203
2024
Q4
$769K Buy
7,757
+641
+9% +$68.1K 0.07% 201
2024
Q3
$749K Sell
7,116
-265
-4% -$29.1K 0.07% 203
2024
Q2
$844K Sell
7,381
-862
-10% -$105K 0.08% 183
2024
Q1
$1.05M Sell
8,243
-453
-5% -$51.7K 0.07% 179
2023
Q4
$1.01M Sell
8,696
-59,791
-87% -$6.99M 0.08% 175
2023
Q3
$8.2M Sell
68,487
-656
-0.9% -$76.2K 0.74% 26
2023
Q2
$7.16M Sell
69,143
-639
-0.9% -$65.7K 0.6% 38
2023
Q1
$6.92M Sell
69,782
-50,816
-42% -$5.56M 0.64% 36
2022
Q4
$14.2M Buy
120,598
+80,914
+204% +$9.84M 1.4% 8
2022
Q3
$4.06M Sell
39,684
-562
-1% -$56.1K 0.44% 53
2022
Q2
$3.61M Buy
40,246
+31,659
+369% +$3.26M 0.3% 62
2022
Q1
$859K Sell
8,587
-494
-5% -$45.4K 0.06% 198
2021
Q4
$655K Sell
9,081
-781
-8% -$56.9K 0.04% 234
2021
Q3
$668K Sell
9,862
-298
-3% -$17.2K 0.05% 220
2021
Q2
$619K Sell
10,160
-6,744
-40% -$376K 0.04% 230
2021
Q1
$896K Buy
16,904
+290
+2% +$14.3K 0.07% 162
2020
Q4
$664K Sell
16,614
-363
-2% -$13.4K 0.06% 197
2020
Q3
$558K Buy
16,977
+202
+1% +$7.65K 0.05% 205
2020
Q2
$705K Sell
16,775
-321
-2% -$13K 0.07% 180
2020
Q1
$527K Buy
17,096
+660
+4% +$33.6K 0.07% 179
2019
Q4
$1.07M Buy
16,436
+410
+3% +$24.1K 0.1% 135
2019
Q3
$913K Sell
16,026
-77
-0.5% -$4.38K 0.1% 152
2019
Q2
$982K Sell
16,103
-3,880
-19% -$241K 0.11% 140
2019
Q1
$1.33M Sell
19,983
-4,891
-20% -$329K 0.16% 105
2018
Q4
$1.55M Sell
24,874
-4,180
-14% -$284K 0.24% 82
2018
Q3
$2.25M Sell
29,054
-418
-1% -$30.1K 0.21% 79
2018
Q2
$2.05M Sell
29,472
-380
-1% -$25.3K 0.2% 85
2018
Q1
$1.77M Sell
29,852
-4,392
-13% -$248K 0.18% 88
2017
Q4
$1.88M Sell
34,244
-4,356
-11% -$224K 0.24% 87
2017
Q3
$1.93M Sell
38,600
-17,631
-31% -$792K 0.25% 89
2017
Q2
$2.47M Sell
56,231
-4,767
-8% -$222K 0.33% 65
2017
Q1
$3.04M Sell
60,998
-30,147
-33% -$1.46M 0.4% 59
2016
Q4
$4.57M Sell
91,145
-224
-0.2% -$10.3K 0.58% 43
2016
Q3
$3.97M Sell
91,369
-63,821
-41% -$2.65M 0.53% 43
2016
Q2
$6.77M Buy
155,190
+6,757
+5% +$298K 0.86% 23
2016
Q1
$5.98M Buy
148,433
+59,545
+67% +$2.26M 0.73% 28
2015
Q4
$4.15M Buy
+88,888
New +$4.65M 0.47% 46

Other funds holding COP

Sheaff Brock Investment Advisors's COP Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its ConocoPhillips (COP) stake by 6.1% in Q1 2025, selling an estimated $46.9K and leaving 7,287 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #203.

Sheaff Brock Investment Advisors first reported a position in COP in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.2M in Q4 2022. 2,394 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • Sheaff Brock Investment Advisors held 7,287 shares of ConocoPhillips worth $765K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 470 ConocoPhillips shares in Q1 2025, an estimated $46.9K.
  • ConocoPhillips made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #203 holding.
  • Sheaff Brock Investment Advisors first reported a position in ConocoPhillips in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's ConocoPhillips position peaked at $14.2M in Q4 2022.
  • 2,394 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.