Trifecta Capital Advisors’s ConocoPhillips COP Stock Holding History

Trifecta Capital 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
2026 Q2	$30.9K	Buy	297 +11	+4%	+$1.3K	﹤0.01%	210
2026 Q1	$37.8K	Hold	286	–	–	0.01%	184
2025 Q4	$26.8K	Sell	286 -21	-7%	-$1.9K	﹤0.01%	189
2025 Q3	$29K	Hold	307	–	–	﹤0.01%	191
2025 Q2	$27.6K	Sell	307 -9	-3%	-$810	﹤0.01%	198
2025 Q1	$33.2K	Hold	316	–	–	0.01%	165
2024 Q4	$31.3K	Hold	316	–	–	0.01%	164
2024 Q3	$33.3K	Hold	316	–	–	0.01%	166
2024 Q2	$36.1K	Hold	316	–	–	0.01%	162
2024 Q1	$40.2K	Hold	316	–	–	0.01%	147
2023 Q4	$36.7K	Hold	316	–	–	0.01%	150
2023 Q3	$37.9K	Hold	316	–	–	0.01%	149
2023 Q2	$32.7K	Hold	316	–	–	0.01%	164
2023 Q1	$31.4K	Hold	316	–	–	0.01%	167
2022 Q4	$37.3K	Buy	+316	New	+$38.4K	0.01%	139

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Trifecta Capital Advisors's COP Position: Q2 2026 in Review

Trifecta Capital Advisors increased its ConocoPhillips (COP) stake by 3.8% in Q2 2026, buying an estimated $1.3K and bringing the position to 297 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Trifecta Capital Advisors first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.2K in Q1 2024. 2,468 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Trifecta Capital Advisors held 297 shares of ConocoPhillips worth $30.9K as of Q2 2026.
Trifecta Capital Advisors bought 11 ConocoPhillips shares in Q2 2026, an estimated $1.3K.
ConocoPhillips made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #210 holding.
Trifecta Capital Advisors first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's ConocoPhillips position peaked at $40.2K in Q1 2024.
2,468 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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