CFFP
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Center for Financial Planning’s ConocoPhillips COP Stock Holding History

Center for 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
2026
Q2 		$60.1K Sell
578
-76
-12% -$9.01K 0.01% 298
2026
Q1 		$86.3K Buy
654
+38
+6% +$4.21K 0.01% 249
2025
Q4 		$57.7K Hold
616
– – 0.01% 279
2025
Q3 		$58.3K Sell
616
-717
-54% -$67.8K 0.01% 285
2025
Q2 		$120K Buy
1,333
+516
+63% +$46.4K 0.01% 202
2025
Q1 		$85.8K Buy
817
+359
+78% +$35.8K 0.01% 220
2024
Q4 		$45.4K Buy
458
+415
+965% +$44.1K 0.01% 280
2024
Q3 		$4.53K Hold
43
– – ﹤0.01% 460
2024
Q2 		$4.92K Sell
43
-100
-70% -$12.1K ﹤0.01% 457
2024
Q1 		$18.2K Buy
143
+100
+233% +$11.4K ﹤0.01% 338
2023
Q4 		$4.99K Hold
43
– – ﹤0.01% 418
2023
Q3 		$5.15K Sell
43
-100
-70% -$11.6K ﹤0.01% 417
2023
Q2 		$14.8K Hold
143
– – ﹤0.01% 343
2023
Q1 		$14.2K Buy
143
+29
+25% +$3.17K ﹤0.01% 324
2022
Q4 		$13.5K Sell
114
-191
-63% -$23.2K ﹤0.01% 323
2022
Q3 		$31K Buy
305
+181
+146% +$18.1K 0.01% 252
2022
Q2 		$11K Hold
124
– – ﹤0.01% 349
2022
Q1 		$12K Hold
124
– – ﹤0.01% 355
2021
Q4 		$9K Buy
124
+10
+9% +$729 ﹤0.01% 388
2021
Q3 		$8K Hold
114
– – ﹤0.01% 381
2021
Q2 		$7K Hold
114
– – ﹤0.01% 395
2021
Q1 		$6K Hold
114
– – ﹤0.01% 432
2020
Q4 		$5K Hold
114
– – ﹤0.01% 396
2020
Q3 		$4K Hold
114
– – ﹤0.01% 368
2020
Q2 		$5K Sell
114
-4,877
-98% -$197K ﹤0.01% 359
2020
Q1 		$154K Buy
4,991
+252
+5% +$12.8K 0.05% 117
2019
Q4 		$308K Buy
+4,739
New +$279K 0.08% 92

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Center for Financial Planning's COP Position: Q2 2026 in Review

Center for Financial Planning reduced its ConocoPhillips (COP) stake by 12% in Q2 2026, selling an estimated $9.01K and leaving 578 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #298.

Center for Financial Planning first reported a position in COP in Q4 2019 and has held it in 27 quarters since. The position peaked at $308K in Q4 2019. 926 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Center for Financial Planning held 578 shares of ConocoPhillips worth $60.1K as of Q2 2026.
  • Center for Financial Planning sold 76 ConocoPhillips shares in Q2 2026, an estimated $9.01K.
  • ConocoPhillips made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #298 holding.
  • Center for Financial Planning first reported a position in ConocoPhillips in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's ConocoPhillips position peaked at $308K in Q4 2019.
  • 926 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.