Briaud Financial Planning’s ConocoPhillips COP Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-2,183	Closed	-$195K	–	82
2025 Q2	$195K	Hold	2,183	–	–	0.08%	36
2025 Q1	$229K	Hold	2,183	–	–	0.09%	27
2024 Q4	$216K	Hold	2,183	–	–	0.09%	26
2024 Q3	$229K	Hold	2,183	–	–	0.12%	22
2024 Q2	$249K	Hold	2,183	–	–	0.14%	20
2024 Q1	$278K	Buy	+2,183	New	+$249K	0.16%	19
2023 Q4	–	Sell	-2,183	Closed	-$261K	–	48
2023 Q3	$261K	Hold	2,183	–	–	0.21%	19
2023 Q2	$226K	Hold	2,183	–	–	0.21%	19
2023 Q1	$216K	Buy	2,183 +134	+7%	+$14.7K	0.2%	19
2022 Q4	$241K	Sell	2,049 -299	-13%	-$36.3K	0.2%	19
2022 Q3	$298K	Buy	+2,348	New	+$234K	0.27%	20
2022 Q2	–	Sell	-2,049	Closed	-$204K	–	28
2022 Q1	$204K	Buy	+2,049	New	+$188K	0.12%	26

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Briaud Financial Planning's COP Position: Q3 2025 in Review

Briaud Financial Planning sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 2,183 shares — an estimated $195K sold.

Briaud Financial Planning first reported a position in COP in Q1 2022 and held it in 12 quarters. The position peaked at $298K in Q3 2022. 2,282 funds tracked by Wall St. Rank hold COP as of Q3 2025.

Briaud Financial Planning reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 2,183 ConocoPhillips shares in Q3 2025, an estimated $195K.
Briaud Financial Planning first reported a position in ConocoPhillips in Q1 2022 and held it in 12 quarters.
Briaud Financial Planning's ConocoPhillips position peaked at $298K in Q3 2022.
2,282 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.