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Harris Associates Concentrated Strategy's investment thesis on ConocoPhillips ($COP) — Q2 2025 | Buyside Digest

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$COPNYSEConocoPhillips

BULL

Harris Associates Concentrated Strategy—COP

Fund Letter

Q2 2025

Published June 30, 2025

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$116.09USD

-13.5% vs last month

$93.68Pitched

+23.9% since pitch

Market Cap$141.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Harris Oakmark's U.S. Concentrated Strategy returned 3.87% net in Q2 2025, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79%. Leading contributors for...

— Tony Coniaris

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What other investors think about $COP, and what else Harris Associates Concentrated Strategy is buying.

Other pitches on $COP

Other investors who've written on ConocoPhillips

The Davenport Value & Income FundBULL

Pitched Mar 31, 2025

Davenport swapped its energy exposure from EOG to ConocoPhillips after a massive valuation divergence saw Conoco drop over 25%. Conoco's purchase of...

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