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YHB Investment Advisors’s ConocoPhillips COP Stock Holding History

YHB Investment 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
2026
Q2 		$1.62M Sell
15,544
-611
-4% -$72.4K 0.1% 140
2026
Q1 		$2.13M Sell
16,155
-812
-5% -$89.9K 0.15% 119
2025
Q4 		$1.59M Sell
16,967
-474
-3% -$42.9K 0.11% 138
2025
Q3 		$1.65M Sell
17,441
-184
-1% -$17.4K 0.12% 130
2025
Q2 		$1.58M Buy
17,625
+682
+4% +$61.4K 0.12% 134
2025
Q1 		$1.78M Sell
16,943
-112
-0.7% -$11.2K 0.15% 128
2024
Q4 		$1.69M Buy
17,055
+3,260
+24% +$346K 0.14% 129
2024
Q3 		$1.45M Buy
13,795
+468
+4% +$51.4K 0.12% 137
2024
Q2 		$1.52M Buy
13,327
+32
+0.2% +$3.89K 0.13% 135
2024
Q1 		$1.69M Sell
13,295
-2,329
-15% -$266K 0.15% 128
2023
Q4 		$1.81M Sell
15,624
-6,749
-30% -$790K 0.18% 118
2023
Q3 		$2.68M Buy
22,373
+2,591
+13% +$301K 0.25% 96
2023
Q2 		$2.05M Buy
19,782
+5,213
+36% +$536K 0.19% 116
2023
Q1 		$1.45M Buy
14,569
+6,691
+85% +$732K 0.14% 125
2022
Q4 		$930K Sell
7,878
-336
-4% -$40.8K 0.1% 144
2022
Q3 		$841K Buy
8,214
+1,580
+24% +$158K 0.09% 150
2022
Q2 		$596K Buy
6,634
+4,078
+160% +$420K 0.06% 176
2022
Q1 		$256K Buy
+2,556
New +$235K 0.02% 256
2020
Q3 		– Sell
-7,357
Closed -$309K – 266
2020
Q2 		$309K Sell
7,357
-2,075
-22% -$83.9K 0.04% 149
2020
Q1 		$291K Sell
9,432
-1,665
-15% -$84.7K 0.05% 143
2019
Q4 		$722K Sell
11,097
-1,672
-13% -$98.3K 0.1% 121
2019
Q3 		$728K Sell
12,769
-152
-1% -$8.65K 0.11% 122
2019
Q2 		$788K Sell
12,921
-1,200
-8% -$74.7K 0.13% 120
2019
Q1 		$942K Sell
14,121
-250
-2% -$16.8K 0.15% 115
2018
Q4 		$896K Buy
14,371
+2,657
+23% +$181K 0.16% 113
2018
Q3 		$907K Sell
11,714
-150
-1% -$10.8K 0.14% 122
2018
Q2 		$826K Buy
11,864
+117
+1% +$7.79K 0.14% 123
2018
Q1 		$696K Buy
11,747
+2,200
+23% +$124K 0.12% 125
2017
Q4 		$524K Hold
9,547
– – 0.09% 131
2017
Q3 		$478K Sell
9,547
-3,752
-28% -$169K 0.09% 131
2017
Q2 		$585K Buy
13,299
+3,642
+38% +$170K 0.1% 125
2017
Q1 		$463K Sell
9,657
-320
-3% -$15.5K 0.09% 128
2016
Q4 		$500K Buy
9,977
+2,492
+33% +$115K 0.1% 122
2016
Q3 		$325K Sell
7,485
-3,242
-30% -$135K 0.08% 136
2016
Q2 		$468K Buy
10,727
+2,257
+27% +$99.5K 0.1% 120
2016
Q1 		$341K Sell
8,470
-5,779
-41% -$220K 0.09% 126
2015
Q4 		$665K Buy
14,249
+50
+0.4% +$2.61K 0.15% 114
2015
Q3 		$681K Sell
14,199
-100
-0.7% -$5.09K 0.16% 115
2015
Q2 		$878K Buy
14,299
+900
+7% +$58.6K 0.19% 112
2015
Q1 		$834K Sell
13,399
-1,090
-8% -$70.5K 0.19% 110
2014
Q4 		$1M Sell
14,489
-163
-1% -$11.4K 0.23% 104
2014
Q3 		$1.12M Buy
14,652
+213
+1% +$17.4K 0.27% 93
2014
Q2 		$1.24M Buy
14,439
+50
+0.3% +$3.9K 0.3% 89
2014
Q1 		$1.01M Buy
14,389
+1,400
+11% +$93.7K 0.26% 96
2013
Q4 		$918K Sell
12,989
-800
-6% -$57.4K 0.25% 98
2013
Q3 		$958K Sell
13,789
-1,000
-7% -$66.7K 0.28% 95
2013
Q2 		$895K Buy
+14,789
New +$899K 0.28% 98

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YHB Investment Advisors's COP Position: Q2 2026 in Review

YHB Investment Advisors reduced its ConocoPhillips (COP) stake by 3.8% in Q2 2026, selling an estimated $72.4K and leaving 15,544 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #140.

YHB Investment Advisors first reported a position in COP in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.68M in Q3 2023. 887 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • YHB Investment Advisors held 15,544 shares of ConocoPhillips worth $1.62M as of Q2 2026.
  • YHB Investment Advisors sold 611 ConocoPhillips shares in Q2 2026, an estimated $72.4K.
  • ConocoPhillips made up 0.1% of YHB Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • YHB Investment Advisors first reported a position in ConocoPhillips in Q2 2013 and has held it in 47 quarters since.
  • YHB Investment Advisors's ConocoPhillips position peaked at $2.68M in Q3 2023.
  • 887 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.