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United Advisor Group’s ConocoPhillips COP Stock Holding History

United Advisor Group’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 		$327K Buy
3,143
+133
+4% +$15.8K 0.03% 407
2026
Q1 		$397K Buy
3,010
+201
+7% +$22.3K 0.05% 334
2025
Q4 		$263K Sell
2,809
-50
-2% -$4.52K 0.03% 405
2025
Q3 		$270K Buy
2,859
+467
+20% +$44.2K 0.04% 380
2025
Q2 		$215K Sell
2,392
-32
-1% -$2.88K 0.04% 366
2025
Q1 		$255K Buy
2,424
+1
+0% +$100 0.05% 301
2024
Q4 		$240K Sell
2,423
-31
-1% -$3.29K 0.05% 325
2024
Q3 		$258K Buy
2,454
+614
+33% +$67.4K 0.06% 294
2024
Q2 		$210K Buy
+1,840
New +$223K 0.07% 252

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

United Advisor Group's COP Position: Q2 2026 in Review

United Advisor Group increased its ConocoPhillips (COP) stake by 4.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,143 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #407.

United Advisor Group first reported a position in COP in Q2 2024 and has held it in 9 quarters since. The position peaked at $397K in Q1 2026. 2,467 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • United Advisor Group held 3,143 shares of ConocoPhillips worth $327K as of Q2 2026.
  • United Advisor Group bought 133 ConocoPhillips shares in Q2 2026, an estimated $15.8K.
  • ConocoPhillips made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #407 holding.
  • United Advisor Group first reported a position in ConocoPhillips in Q2 2024 and has held it in 9 quarters since.
  • United Advisor Group's ConocoPhillips position peaked at $397K in Q1 2026.
  • 2,467 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.