CPL
COP icon

Capital & Planning LLC’s ConocoPhillips COP Stock Holding History

Capital & Planning LLC’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
Q1 		– Sell
-35
Closed -$3.47K – 63
2024
Q4 		$3.47K Buy
+35
New +$3.72K ﹤0.01% 138

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital & Planning LLC's COP Position: Q1 2025 in Review

Capital & Planning LLC sold out of ConocoPhillips (COP) in Q1 2025, closing a stake of 35 shares — an estimated $3.47K sold.

Capital & Planning LLC first reported a position in COP in Q4 2024 and held it in 1 quarter. The position peaked at $3.47K in Q4 2024. 2,395 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • Capital & Planning LLC reported no remaining ConocoPhillips position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 35 ConocoPhillips shares in Q1 2025, an estimated $3.47K.
  • Capital & Planning LLC first reported a position in ConocoPhillips in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's ConocoPhillips position peaked at $3.47K in Q4 2024.
  • 2,395 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.