Univest Financial’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 | $1.69M | Buy |
12,766
+370
| +3% | +$41K | 0.09% | 125 |
|
|
2025
Q4 | $1.16M | Sell |
12,396
-858
| -6% | -$77.6K | 0.06% | 146 |
|
|
2025
Q3 | $1.25M | Sell |
13,254
-6,733
| -34% | -$637K | 0.07% | 145 |
|
|
2025
Q2 | $1.79M | Buy |
19,987
+13,870
| +227% | +$1.25M | 0.11% | 114 |
|
|
2025
Q1 | $642K | Sell |
6,117
-570
| -9% | -$56.8K | 0.04% | 184 |
|
|
2024
Q4 | $663K | Buy |
6,687
+448
| +7% | +$47.6K | 0.04% | 182 |
|
|
2024
Q3 | $657K | Buy |
+6,239
| New | +$685K | 0.04% | 181 |
|
|
2020
Q1 | – | Sell |
-54,411
| Closed | -$2.73M | – | 116 |
|
|
2019
Q4 | $2.73M | Buy |
54,411
+17,316
| +47% | +$1.02M | 1.16% | 44 |
|
|
2019
Q3 | $2.11M | Buy |
37,095
+1,275
| +4% | +$72.6K | 0.68% | 49 |
|
|
2019
Q2 | $2.19M | Buy |
35,820
+1,023
| +3% | +$63.7K | 0.69% | 49 |
|
|
2019
Q1 | $2.32M | Buy |
34,797
+660
| +2% | +$44.4K | 0.76% | 49 |
|
|
2018
Q4 | $2.13M | Sell |
34,137
-3,227
| -9% | -$220K | 0.78% | 42 |
|
|
2018
Q3 | $2.89M | Sell |
37,364
-1,971
| -5% | -$142K | 0.88% | 47 |
|
|
2018
Q2 | $2.74M | Sell |
39,335
-2,992
| -7% | -$199K | 1.1% | 43 |
|
|
2018
Q1 | $2.51M | Sell |
42,327
-4,409
| -9% | -$249K | 1.09% | 44 |
|
|
2017
Q4 | $2.56M | Sell |
46,736
-1,109
| -2% | -$57K | 1.03% | 46 |
|
|
2017
Q3 | $2.4M | Buy |
47,845
+1,147
| +2% | +$51.5K | 1.01% | 47 |
|
|
2017
Q2 | $2.05M | Sell |
46,698
-901
| -2% | -$42K | 0.86% | 51 |
|
|
2017
Q1 | $2.37M | Sell |
47,599
-6,812
| -13% | -$329K | 1.04% | 50 |
|
|
2016
Q4 | $2.73M | Sell |
54,411
-1,117
| -2% | -$51.5K | 1.16% | 44 |
|
|
2016
Q3 | $2.41M | Buy |
55,528
+115
| +0.2% | +$4.78K | 1.09% | 51 |
|
|
2016
Q2 | $2.42M | Sell |
55,413
-5,990
| -10% | -$264K | 1.1% | 51 |
|
|
2016
Q1 | $2.47M | Buy |
61,403
+23,668
| +63% | +$900K | 1.13% | 48 |
|
|
2015
Q4 | $1.76M | Sell |
37,735
-2,775
| -7% | -$145K | 0.8% | 52 |
|
|
2015
Q3 | $1.94M | Buy |
40,510
+1,406
| +4% | +$71.5K | 0.95% | 53 |
|
|
2015
Q2 | $2.4M | Buy |
39,104
+517
| +1% | +$33.7K | 1.1% | 51 |
|
|
2015
Q1 | $2.4M | Sell |
38,587
-1,394
| -3% | -$90.1K | 1.08% | 52 |
|
|
2014
Q4 | $2.76M | Buy |
39,981
+1,892
| +5% | +$132K | 1.21% | 45 |
|
|
2014
Q3 | $2.92M | Sell |
38,089
-3,539
| -9% | -$290K | 1.37% | 39 |
|
|
2014
Q2 | $3.57M | Buy |
41,628
+127
| +0.3% | +$9.89K | 1.68% | 20 |
|
|
2014
Q1 | $2.92M | Sell |
41,501
-719
| -2% | -$48.1K | 1.46% | 35 |
|
|
2013
Q4 | $2.98M | Sell |
42,220
-3,403
| -7% | -$244K | 1.47% | 33 |
|
|
2013
Q3 | $3.17M | Sell |
45,623
-109
| -0.2% | -$7.27K | 1.69% | 21 |
|
|
2013
Q2 | $2.77M | Buy |
+45,732
| New | +$2.78M | 1.52% | 32 |
|
Other funds holding COP
VCM
VPM
Univest Financial's COP Position: Q1 2026 in Review
Univest Financial increased its ConocoPhillips (COP) stake by 3% in Q1 2026, buying an estimated $41K and bringing the position to 12,766 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #125.
Univest Financial first reported a position in COP in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.57M in Q2 2014. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.
- Univest Financial held 12,766 shares of ConocoPhillips worth $1.69M as of Q1 2026.
- Univest Financial bought 370 ConocoPhillips shares in Q1 2026, an estimated $41K.
- ConocoPhillips made up 0.09% of Univest Financial's portfolio in Q1 2026, its #125 holding.
- Univest Financial first reported a position in ConocoPhillips in Q2 2013 and has held it in 34 quarters since.
- Univest Financial's ConocoPhillips position peaked at $3.57M in Q2 2014.
- 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.