SEC 13F Intelligence

American Trust Investment Advisors, LLC / COP

American Trust Investment Advisors, LLC’s Conocophillips Position

Does American Trust Investment Advisors, LLC own Conocophillips (COP)? Yes21.6K shares worth $3M (+1.58% of its 13F portfolio) as of Q1 2026, down from 22.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
21.6K
% of Portfolio
+1.58%
Quarters Held
30
currently held

Position History COP

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $5MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.6K$3M+1.58%
Q4 202522.3K$2M+1.11%
Q3 202522.5K$2M+1.10%
Q2 202523.9K$2M+1.08%
Q1 202527.5K$3M+1.21%
Q4 202427.6K$3M+1.12%
Q3 202426.5K$3M+1.14%
Q2 202423.8K$3M+1.32%
Q1 202424.5K$3M+1.48%
Q4 202326.4K$3M+1.59%
Q3 202339.9K$5M+2.64%
Q2 202339.2K$4M+2.27%
Q1 202339.3K$4M+2.34%
Q4 202239.3K$5M+2.94%
Q3 202245.5K$5M+2.99%
Q2 202244.5K$4M+2.50%
Q1 202244.6K$4M+2.29%
Q4 202169.2K$5M+2.48%
Q3 202169.6K$5M+2.65%
Q2 202184.8K$5M+2.77%
Q1 202183.7K$4M+2.59%
Q4 202060.9K$2M+1.51%
Q3 202060.1K$2M+1.43%
Q2 202060.3K$3M+2.05%
Q1 202054.9K$2M+1.71%
Q4 201954.0K$4M+2.56%
Q3 201952.9K$3M+2.31%
Q2 201953.2K$3M+2.52%
Q1 201950.4K$3M+2.59%
Q4 201847.8K$3M+2.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of COP.