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Asset Planning Inc’s ConocoPhillips COP Stock Holding History

Asset Planning Inc’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 		$12.1K Hold
116
– – 0.01% 245
2026
Q1 		$15.3K Buy
116
+1
+0.9% +$111 0.01% 220
2025
Q4 		$10.8K Buy
115
+1
+0.9% +$90 0.01% 228
2025
Q3 		$10.8K Hold
114
– – 0.01% 233
2025
Q2 		$10.2K Buy
114
+1
+0.9% +$90 0.01% 231
2025
Q1 		$11.9K Hold
113
– – 0.01% 230
2024
Q4 		$11.2K Buy
+113
New +$12K 0.01% 234

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's COP Position: Q2 2026 in Review

Asset Planning Inc held its ConocoPhillips (COP) position steady in Q2 2026 at 116 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #245.

Asset Planning Inc first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Asset Planning Inc held 116 shares of ConocoPhillips worth $12.1K as of Q2 2026.
  • Asset Planning Inc left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #245 holding.
  • Asset Planning Inc first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's ConocoPhillips position peaked at $15.3K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.