Cherry Tree Wealth Management’s ConocoPhillips COP Stock Holding History

Cherry Tree Wealth Management’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 Q4	–	Sell	-108	Closed	-$10.2K	–	602
2025 Q3	$10.2K	Hold	108	–	–	﹤0.01%	407
2025 Q2	$9.69K	Sell	108 -114	-51%	-$10.3K	﹤0.01%	414
2025 Q1	$23.3K	Buy	222 +34	+18%	+$3.39K	0.01%	326
2024 Q4	$18.6K	Hold	188	–	–	﹤0.01%	346
2024 Q3	$19.8K	Hold	188	–	–	﹤0.01%	346
2024 Q2	$21.5K	Buy	188 +45	+31%	+$5.46K	0.01%	321
2024 Q1	$18.2K	Buy	143 +12	+9%	+$1.37K	﹤0.01%	324
2023 Q4	$15.2K	Hold	131	–	–	﹤0.01%	326
2023 Q3	$15.7K	Buy	131 +108	+470%	+$12.5K	﹤0.01%	305
2023 Q2	$2.38K	Buy	+23	New	+$2.36K	﹤0.01%	476

Other funds holding COP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Cherry Tree Wealth Management's COP Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of ConocoPhillips (COP) in Q4 2025, closing a stake of 108 shares — an estimated $10.2K sold.

Cherry Tree Wealth Management first reported a position in COP in Q2 2023 and held it in 10 quarters. The position peaked at $23.3K in Q1 2025. 2,356 funds tracked by Wall St. Rank hold COP as of Q4 2025.

Cherry Tree Wealth Management reported no remaining ConocoPhillips position as of Q4 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 108 ConocoPhillips shares in Q4 2025, an estimated $10.2K.
Cherry Tree Wealth Management first reported a position in ConocoPhillips in Q2 2023 and held it in 10 quarters.
Cherry Tree Wealth Management's ConocoPhillips position peaked at $23.3K in Q1 2025.
2,356 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.