Avantax Planning Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.14M | Buy |
61,638
+30,647
| +99% | +$3.39M | 0.22% | 74 |
|
|
2025
Q4 | $2.9M | Sell |
30,991
-224
| -0.7% | -$20.3K | 0.08% | 119 |
|
|
2025
Q3 | $2.95M | Sell |
31,215
-755
| -2% | -$71.4K | 0.08% | 112 |
|
|
2025
Q2 | $2.87M | Sell |
31,970
-465
| -1% | -$41.8K | 0.09% | 113 |
|
|
2025
Q1 | $3.41M | Sell |
32,435
-901
| -3% | -$89.9K | 0.12% | 99 |
|
|
2024
Q4 | $3.31M | Sell |
33,336
-103
| -0.3% | -$10.9K | 0.12% | 99 |
|
|
2024
Q3 | $3.52M | Sell |
33,439
-2,288
| -6% | -$251K | 0.13% | 96 |
|
|
2024
Q2 | $4.09M | Buy |
35,727
+1,734
| +5% | +$211K | 0.13% | 94 |
|
|
2024
Q1 | $4.33M | Buy |
33,993
+25,539
| +302% | +$2.91M | 0.14% | 92 |
|
|
2023
Q4 | $981K | Buy |
8,454
+172
| +2% | +$20.1K | 0.04% | 171 |
|
|
2023
Q3 | $992K | Buy |
8,282
+2,390
| +41% | +$277K | 0.04% | 162 |
|
|
2023
Q2 | $611K | Buy |
5,892
+38
| +0.6% | +$3.9K | 0.02% | 219 |
|
|
2023
Q1 | $581K | Sell |
5,854
-61
| -1% | -$6.67K | 0.02% | 221 |
|
|
2022
Q4 | $698K | Sell |
5,915
-314
| -5% | -$38.2K | 0.03% | 201 |
|
|
2022
Q3 | $637K | Sell |
6,229
-214
| -3% | -$21.3K | 0.03% | 198 |
|
|
2022
Q2 | $579K | Buy |
6,443
+51
| +0.8% | +$5.25K | 0.02% | 205 |
|
|
2022
Q1 | $639K | Sell |
6,392
-806
| -11% | -$74.1K | 0.03% | 206 |
|
|
2021
Q4 | $520K | Buy |
7,198
+1
| +0% | +$73 | 0.02% | 211 |
|
|
2021
Q3 | $488K | Sell |
7,197
-486
| -6% | -$28K | 0.02% | 200 |
|
|
2021
Q2 | $468K | Buy |
7,683
+196
| +3% | +$10.9K | 0.02% | 209 |
|
|
2021
Q1 | $397K | Sell |
7,487
-238
| -3% | -$11.7K | 0.02% | 209 |
|
|
2020
Q4 | $309K | Sell |
7,725
-3,985
| -34% | -$147K | 0.02% | 215 |
|
|
2020
Q3 | $385K | Sell |
11,710
-2,765
| -19% | -$105K | 0.02% | 207 |
|
|
2020
Q2 | $608K | Sell |
14,475
-734
| -5% | -$29.7K | 0.03% | 156 |
|
|
2020
Q1 | $468K | Buy |
15,209
+1,111
| +8% | +$56.5K | 0.03% | 159 |
|
|
2019
Q4 | $917K | Buy |
14,098
+136
| +1% | +$8K | 0.05% | 118 |
|
|
2019
Q3 | $796K | Sell |
13,962
-315
| -2% | -$17.9K | 0.05% | 130 |
|
|
2019
Q2 | $855K | Sell |
14,277
-332
| -2% | -$20.7K | 0.06% | 117 |
|
|
2019
Q1 | $975K | Buy |
14,609
+164
| +1% | +$11K | 0.07% | 106 |
|
|
2018
Q4 | $901K | Sell |
14,445
-602
| -4% | -$41K | 0.07% | 102 |
|
|
2018
Q3 | $1.17M | Buy |
15,047
+733
| +5% | +$52.9K | 0.09% | 75 |
|
|
2018
Q2 | $997K | Sell |
14,314
-424
| -3% | -$28.2K | 0.09% | 79 |
|
|
2018
Q1 | $876K | Buy |
14,738
+361
| +3% | +$20.4K | 0.08% | 109 |
|
|
2017
Q4 | $789K | Sell |
14,377
-6,718
| -32% | -$346K | 0.07% | 121 |
|
|
2017
Q3 | $1.06M | Sell |
21,095
-1,606
| -7% | -$72.2K | 0.08% | 113 |
|
|
2017
Q2 | $998K | Sell |
22,701
-774
| -3% | -$36.1K | 0.08% | 109 |
|
|
2017
Q1 | $1.17M | Sell |
23,475
-10,748
| -31% | -$519K | 0.1% | 85 |
|
|
2016
Q4 | $1.72M | Buy |
+34,223
| New | +$1.58M | 0.18% | 51 |
|
Other funds holding COP
VCM
VPM
Avantax Planning Partners's COP Position: Q1 2026 in Review
Avantax Planning Partners increased its ConocoPhillips (COP) stake by 99% in Q1 2026, buying an estimated $3.39M and bringing the position to 61,638 shares worth $8.14M. The position accounts for 0.22% of the portfolio, ranked #74.
Avantax Planning Partners first reported a position in COP in Q4 2016 and has held it in 38 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.
- Avantax Planning Partners held 61,638 shares of ConocoPhillips worth $8.14M as of Q1 2026.
- Avantax Planning Partners bought 30,647 ConocoPhillips shares in Q1 2026, an estimated $3.39M.
- ConocoPhillips made up 0.22% of Avantax Planning Partners's portfolio in Q1 2026, its #74 holding.
- Avantax Planning Partners first reported a position in ConocoPhillips in Q4 2016 and has held it in 38 quarters since.
- 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.
Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.