James T. Borello RIA
COP icon

James T. Borello RIA’s ConocoPhillips COP Stock Holding History

James T. Borello RIA’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
Q3 		$50.1K Sell
400
-26
-6% -$3.22K 0.01% 247
2026
Q2 		$44.3K Buy
426
+51
+14% +$6.04K 0.01% 252
2026
Q1 		$49.5K Buy
375
+84
+29% +$9.3K 0.01% 222
2025
Q4 		$27.2K Buy
291
+156
+116% +$14.1K 0.01% 234
2025
Q3 		$12.8K Buy
+135
New +$12.8K ﹤0.01% 275

Other funds holding COP

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

James T. Borello RIA's COP Position: Q3 2026 in Review

James T. Borello RIA reduced its ConocoPhillips (COP) stake by 6.1% in Q3 2026, selling an estimated $3.22K and leaving 400 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #247.

James T. Borello RIA first reported a position in COP in Q3 2025 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • James T. Borello RIA held 400 shares of ConocoPhillips worth $50.1K as of Q3 2026.
  • James T. Borello RIA sold 26 ConocoPhillips shares in Q3 2026, an estimated $3.22K.
  • ConocoPhillips made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #247 holding.
  • James T. Borello RIA first reported a position in ConocoPhillips in Q3 2025 and has held it in 5 quarters since.
  • 771 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.