CFC Planning Company’s ConocoPhillips COP Stock Holding History

CFC Planning Company’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 Q3	$4.43M	Buy	35,432 +1,915	+6%	+$237K	2.38%	16
2026 Q2	$3.48M	Buy	33,517 +1,848	+6%	+$219K	2.04%	16
2026 Q1	$4.18M	Buy	31,669 +2,120	+7%	+$235K	2.98%	10
2025 Q4	$2.77M	Buy	29,549 +1,632	+6%	+$148K	2.1%	20
2025 Q3	$2.64M	Buy	27,917 +1,580	+6%	+$149K	2.17%	17
2025 Q2	$2.36M	Buy	26,337 +1,146	+5%	+$103K	2.23%	13
2025 Q1	$2.65M	Buy	25,191 +5,993	+31%	+$598K	2.83%	11
2024 Q4	$1.9M	Buy	+19,198	New	+$2.04M	2.04%	25

Other funds holding COP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

CFC Planning Company's COP Position: Q3 2026 in Review

CFC Planning Company increased its ConocoPhillips (COP) stake by 5.7% in Q3 2026, buying an estimated $237K and bringing the position to 35,432 shares worth $4.43M. The position accounts for 2.38% of the portfolio, ranked #16.

CFC Planning Company first reported a position in COP in Q4 2024 and has held it in 8 quarters since. 1,415 funds tracked by Wall St. Rank hold COP as of Q3 2026.

CFC Planning Company held 35,432 shares of ConocoPhillips worth $4.43M as of Q3 2026.
CFC Planning Company bought 1,915 ConocoPhillips shares in Q3 2026, an estimated $237K.
ConocoPhillips made up 2.38% of CFC Planning Company's portfolio in Q3 2026, its #16 holding.
CFC Planning Company first reported a position in ConocoPhillips in Q4 2024 and has held it in 8 quarters since.
1,415 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.