United Capital 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
Q1 | $7.57M | Buy |
57,324
+99
| +0.2% | +$11K | 0.05% | 285 |
|
|
2025
Q4 | $5.36M | Sell |
57,225
-1,859
| -3% | -$168K | 0.03% | 345 |
|
|
2025
Q3 | $5.59M | Sell |
59,084
-1,513
| -2% | -$143K | 0.04% | 288 |
|
|
2025
Q2 | $5.44M | Buy |
60,597
+2,922
| +5% | +$263K | 0.04% | 269 |
|
|
2025
Q1 | $6.06M | Sell |
57,675
-3,114
| -5% | -$311K | 0.05% | 249 |
|
|
2024
Q4 | $6.03M | Buy |
60,789
+529
| +0.9% | +$56.2K | 0.05% | 235 |
|
|
2024
Q3 | $6.34M | Buy |
60,260
+8,374
| +16% | +$920K | 0.05% | 231 |
|
|
2024
Q2 | $5.93M | Sell |
51,886
-1,651
| -3% | -$201K | 0.05% | 238 |
|
|
2024
Q1 | $6.81M | Sell |
53,537
-6,958
| -12% | -$794K | 0.06% | 225 |
|
|
2023
Q4 | $7.02M | Buy |
60,495
+15,916
| +36% | +$1.86M | 0.06% | 238 |
|
|
2023
Q3 | $5.34M | Sell |
44,579
-15,795
| -26% | -$1.83M | 0.04% | 289 |
|
|
2023
Q2 | $6.26M | Sell |
60,374
-19,980
| -25% | -$2.05M | 0.03% | 286 |
|
|
2023
Q1 | $7.97M | Sell |
80,354
-41,026
| -34% | -$4.49M | 0.04% | 269 |
|
|
2022
Q4 | $14.3M | Sell |
121,380
-17,867
| -13% | -$2.17M | 0.08% | 204 |
|
|
2022
Q3 | $14.3M | Buy |
139,247
+5,603
| +4% | +$559K | 0.08% | 203 |
|
|
2022
Q2 | $12M | Buy |
133,644
+6,323
| +5% | +$651K | 0.07% | 235 |
|
|
2022
Q1 | $12.7M | Buy |
127,321
+17,817
| +16% | +$1.64M | 0.06% | 246 |
|
|
2021
Q4 | $7.9M | Sell |
109,504
-18,816
| -15% | -$1.37M | 0.04% | 311 |
|
|
2021
Q3 | $8.7M | Sell |
128,320
-25,176
| -16% | -$1.45M | 0.04% | 295 |
|
|
2021
Q2 | $9.35M | Buy |
153,496
+98
| +0.1% | +$5.46K | 0.05% | 281 |
|
|
2021
Q1 | $8.13M | Buy |
153,398
+35,003
| +30% | +$1.73M | 0.05% | 285 |
|
|
2020
Q4 | $4.74M | Sell |
118,395
-12,291
| -9% | -$453K | 0.03% | 363 |
|
|
2020
Q3 | $4.29M | Sell |
130,686
-2,042
| -2% | -$77.4K | 0.03% | 367 |
|
|
2020
Q2 | $5.58M | Buy |
132,728
+4,730
| +4% | +$191K | 0.04% | 331 |
|
|
2020
Q1 | $3.94M | Sell |
127,998
-202,503
| -61% | -$10.3M | 0.03% | 375 |
|
|
2019
Q4 | $21.5M | Sell |
330,501
-11
| -0% | -$647 | 0.14% | 177 |
|
|
2019
Q3 | $18.8M | Sell |
330,512
-38,719
| -10% | -$2.2M | 0.13% | 186 |
|
|
2019
Q2 | $22.5M | Buy |
369,231
+39,622
| +12% | +$2.47M | 0.15% | 145 |
|
|
2019
Q1 | $22M | Sell |
329,609
-10,031
| -3% | -$675K | 0.15% | 144 |
|
|
2018
Q4 | $21.2M | Buy |
339,640
+8,710
| +3% | +$593K | 0.17% | 129 |
|
|
2018
Q3 | $25.6M | Buy |
330,930
+21,043
| +7% | +$1.52M | 0.18% | 124 |
|
|
2018
Q2 | $21.6M | Sell |
309,887
-17,560
| -5% | -$1.17M | 0.16% | 140 |
|
|
2018
Q1 | $19.4M | Buy |
327,447
+13,931
| +4% | +$788K | 0.15% | 159 |
|
|
2017
Q4 | $17.2M | Sell |
313,516
-7,972
| -2% | -$410K | 0.14% | 175 |
|
|
2017
Q3 | $16.1M | Sell |
321,488
-1,376
| -0.4% | -$61.8K | 0.14% | 177 |
|
|
2017
Q2 | $14.2M | Sell |
322,864
-88
| -0% | -$4.1K | 0.13% | 185 |
|
|
2017
Q1 | $16.1M | Buy |
322,952
+3,200
| +1% | +$155K | 0.15% | 161 |
|
|
2016
Q4 | $16M | Buy |
319,752
+28,222
| +10% | +$1.3M | 0.16% | 146 |
|
|
2016
Q3 | $12.7M | Sell |
291,530
-9,200
| -3% | -$382K | 0.12% | 194 |
|
|
2016
Q2 | $13.2M | Sell |
300,730
-153,191
| -34% | -$6.76M | 0.13% | 167 |
|
|
2016
Q1 | $18.3M | Buy |
453,921
+6,217
| +1% | +$236K | 0.2% | 100 |
|
|
2015
Q4 | $20.9M | Buy |
447,704
+56,239
| +14% | +$2.94M | 0.24% | 86 |
|
|
2015
Q3 | $18.8M | Sell |
391,465
-89,258
| -19% | -$4.54M | 0.23% | 85 |
|
|
2015
Q2 | $29.5M | Buy |
480,723
+20,253
| +4% | +$1.32M | 0.34% | 63 |
|
|
2015
Q1 | $31.3M | Buy |
460,470
+175,366
| +62% | +$11.3M | 0.38% | 59 |
|
|
2014
Q4 | $19.7M | Buy |
285,104
+23,479
| +9% | +$1.64M | 0.29% | 87 |
|
|
2014
Q3 | $20M | Buy |
261,625
+3,991
| +2% | +$327K | 0.35% | 74 |
|
|
2014
Q2 | $22.1M | Sell |
257,634
-12,211
| -5% | -$951K | 0.41% | 60 |
|
|
2014
Q1 | $19M | Buy |
269,845
+43,340
| +19% | +$2.9M | 0.4% | 53 |
|
|
2013
Q4 | $16M | Sell |
226,505
-18,303
| -7% | -$1.31M | 0.54% | 44 |
|
|
2013
Q3 | $17M | Sell |
244,808
-20,483
| -8% | -$1.37M | 0.54% | 42 |
|
|
2013
Q2 | $16.1M | Buy |
+265,291
| New | +$16.1M | 0.43% | 62 |
|
Other funds holding COP
VCM
VPM
United Capital Financial Advisors's COP Position: Q1 2026 in Review
United Capital Financial Advisors increased its ConocoPhillips (COP) stake by 0.17% in Q1 2026, buying an estimated $11K and bringing the position to 57,324 shares worth $7.57M. The position accounts for 0.05% of the portfolio, ranked #285.
United Capital Financial Advisors first reported a position in COP in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.3M in Q1 2015. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.
- United Capital Financial Advisors held 57,324 shares of ConocoPhillips worth $7.57M as of Q1 2026.
- United Capital Financial Advisors bought 99 ConocoPhillips shares in Q1 2026, an estimated $11K.
- ConocoPhillips made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #285 holding.
- United Capital Financial Advisors first reported a position in ConocoPhillips in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's ConocoPhillips position peaked at $31.3M in Q1 2015.
- 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.