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Catalyst Financial Partners’s ConocoPhillips COP Stock Holding History

Catalyst Financial Partners’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 		$910K Sell
8,758
-2,730
-24% -$324K 0.09% 130
2026
Q1 		$1.52M Buy
11,488
+1,095
+11% +$121K 0.18% 68
2025
Q4 		$973K Buy
10,393
+3,621
+53% +$327K 0.11% 99
2025
Q3 		$641K Buy
6,772
+99
+1% +$9.36K 0.08% 137
2025
Q2 		$599K Buy
6,673
+1,431
+27% +$129K 0.07% 141
2025
Q1 		$551K Sell
5,242
-269
-5% -$26.8K 0.1% 137
2024
Q4 		$547K Buy
5,511
+790
+17% +$83.9K 0.1% 127
2024
Q3 		$497K Buy
4,721
+261
+6% +$28.7K 0.1% 139
2024
Q2 		$510K Buy
4,460
+205
+5% +$24.9K 0.11% 121
2024
Q1 		$546K Buy
4,255
+52
+1% +$5.93K 0.14% 96
2023
Q4 		$488K Buy
4,203
+269
+7% +$31.5K 0.14% 97
2023
Q3 		$471K Buy
3,934
+351
+10% +$40.8K 0.15% 96
2023
Q2 		$371K Buy
3,583
+622
+21% +$63.9K 0.13% 113
2023
Q1 		$294K Buy
2,961
+53
+2% +$5.8K 0.13% 124
2022
Q4 		$343K Buy
+2,908
New +$353K 0.18% 91

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 $3.38T AUM 44.17% 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

Catalyst Financial Partners's COP Position: Q2 2026 in Review

Catalyst Financial Partners reduced its ConocoPhillips (COP) stake by 24% in Q2 2026, selling an estimated $324K and leaving 8,758 shares worth $910K. The position accounts for 0.09% of the portfolio, ranked #130.

Catalyst Financial Partners first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Catalyst Financial Partners held 8,758 shares of ConocoPhillips worth $910K as of Q2 2026.
  • Catalyst Financial Partners sold 2,730 ConocoPhillips shares in Q2 2026, an estimated $324K.
  • ConocoPhillips made up 0.09% of Catalyst Financial Partners's portfolio in Q2 2026, its #130 holding.
  • Catalyst Financial Partners first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's ConocoPhillips position peaked at $1.52M in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.