Boston Family Office’s ConocoPhillips COP Stock Holding History

Boston Family Office’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 Q1	$1.27M	Buy	9,598 +459	+5%	+$50.8K	0.08%	158
2025 Q4	$856K	Hold	9,139	–	–	0.05%	170
2025 Q3	$864K	Hold	9,139	–	–	0.06%	169
2025 Q2	$820K	Hold	9,139	–	–	0.05%	173
2025 Q1	$960K	Hold	9,139	–	–	0.07%	164
2024 Q4	$906K	Hold	9,139	–	–	0.06%	161
2024 Q3	$962K	Sell	9,139 -46	-0.5%	-$5.05K	0.07%	159
2024 Q2	$1.05M	Hold	9,185	–	–	0.08%	148
2024 Q1	$1.17M	Hold	9,185	–	–	0.08%	143
2023 Q4	$1.07M	Hold	9,185	–	–	0.08%	147
2023 Q3	$1.1M	Hold	9,185	–	–	0.09%	142
2023 Q2	$952K	Buy	9,185 +46	+0.5%	+$4.73K	0.07%	154
2023 Q1	$906K	Sell	9,139 -55	-0.6%	-$6.02K	0.07%	155
2022 Q4	$1.08M	Hold	9,194	–	–	0.09%	148
2022 Q3	$940K	Hold	9,194	–	–	0.08%	152
2022 Q2	$826K	Hold	9,194	–	–	0.07%	159
2022 Q1	$919K	Sell	9,194 -280	-3%	-$25.8K	0.07%	161
2021 Q4	$684K	Buy	9,474 +575	+6%	+$41.9K	0.04%	188
2021 Q3	$603K	Hold	8,899	–	–	0.04%	193
2021 Q2	$542K	Hold	8,899	–	–	0.04%	199
2021 Q1	$471K	Sell	8,899 -711	-7%	-$35K	0.04%	210
2020 Q4	$384K	Sell	9,610 -770	-7%	-$28.4K	0.03%	219
2020 Q3	$341K	Hold	10,380	–	–	0.03%	208
2020 Q2	$436K	Hold	10,380	–	–	0.04%	186
2020 Q1	$320K	Hold	10,380	–	–	0.04%	202
2019 Q4	$675K	Hold	10,380	–	–	0.06%	169
2019 Q3	$591K	Hold	10,380	–	–	0.06%	175
2019 Q2	$633K	Sell	10,380 -2,750	-21%	-$171K	0.07%	175
2019 Q1	$876K	Hold	13,130	–	–	0.09%	149
2018 Q4	$819K	Hold	13,130	–	–	0.1%	149
2018 Q3	$1.02M	Sell	13,130 -80	-0.6%	-$5.77K	0.11%	149
2018 Q2	$920K	Sell	13,210 -745	-5%	-$49.6K	0.1%	149
2018 Q1	$827K	Sell	13,955 -90	-0.6%	-$5.09K	0.09%	154
2017 Q4	$771K	Sell	14,045 -2,039	-13%	-$105K	0.08%	165
2017 Q3	$805K	Buy	16,084 +569	+4%	+$25.6K	0.09%	159
2017 Q2	$682K	Sell	15,515 -10	-0.1%	-$466	0.08%	170
2017 Q1	$774K	Sell	15,525 -250	-2%	-$12.1K	0.1%	160
2016 Q4	$791K	Sell	15,775 -2,527	-14%	-$117K	0.1%	158
2016 Q3	$796K	Sell	18,302 -6,718	-27%	-$279K	0.1%	161
2016 Q2	$1.09M	Sell	25,020 -9,353	-27%	-$412K	0.14%	141
2016 Q1	$1.38M	Sell	34,373 -8,760	-20%	-$333K	0.18%	126
2015 Q4	$2.01M	Buy	43,133 +400	+0.9%	+$20.9K	0.28%	105
2015 Q3	$2.05M	Sell	42,733 -500	-1%	-$25.4K	0.29%	96
2015 Q2	$2.65M	Sell	43,233 -675	-2%	-$44K	0.33%	89
2015 Q1	$2.73M	Hold	43,908	–	–	0.34%	88
2014 Q4	$3.03M	Hold	43,908	–	–	0.38%	81
2014 Q3	$3.36M	Sell	43,908 -200	-0.5%	-$16.4K	0.43%	74
2014 Q2	$3.78M	Buy	44,108 +805	+2%	+$62.7K	0.48%	70
2014 Q1	$3.05M	Sell	43,303 -7,550	-15%	-$505K	0.4%	76
2013 Q4	$3.59M	Sell	50,853 -150	-0.3%	-$10.8K	0.47%	72
2013 Q3	$3.54M	Sell	51,003 -600	-1%	-$40K	0.5%	64
2013 Q2	$3.12M	Buy	+51,603	New	+$3.14M	0.47%	74

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Family Office's COP Position: Q1 2026 in Review

Boston Family Office increased its ConocoPhillips (COP) stake by 5% in Q1 2026, buying an estimated $50.8K and bringing the position to 9,598 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #158.

Boston Family Office first reported a position in COP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.78M in Q2 2014. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Boston Family Office held 9,598 shares of ConocoPhillips worth $1.27M as of Q1 2026.
Boston Family Office bought 459 ConocoPhillips shares in Q1 2026, an estimated $50.8K.
ConocoPhillips made up 0.08% of Boston Family Office's portfolio in Q1 2026, its #158 holding.
Boston Family Office first reported a position in ConocoPhillips in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's ConocoPhillips position peaked at $3.78M in Q2 2014.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.