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United Capital Financial Advisors’s ConocoPhillips COP Stock Holding History

United Capital Financial 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
2023
Q2 		– Sell
-2,100
Closed -$208K – 910
2023
Q1 		$208K Buy
+2,100
New +$230K ﹤0.01% 923

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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. 2,561 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.
  • 2,561 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.