C1AG
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Client 1st Advisory Group’s ConocoPhillips COP Stock Holding History

Client 1st Advisory Group’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
Q1 		– Sell
-2,374
Closed -$222K – 145
2025
Q4 		$222K Buy
+2,374
New +$215K 0.07% 131

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Client 1st Advisory Group's COP Position: Q1 2026 in Review

Client 1st Advisory Group sold out of ConocoPhillips (COP) in Q1 2026, closing a stake of 2,374 shares — an estimated $222K sold.

Client 1st Advisory Group first reported a position in COP in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Client 1st Advisory Group reported no remaining ConocoPhillips position as of Q1 2026 after selling out during the quarter.
  • Client 1st Advisory Group sold 2,374 ConocoPhillips shares in Q1 2026, an estimated $222K.
  • Client 1st Advisory Group first reported a position in ConocoPhillips in Q4 2025 and held it in 1 quarter.
  • Client 1st Advisory Group's ConocoPhillips position peaked at $222K in Q4 2025.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Client 1st Advisory Group's 13F filing for Q1 2026, filed 15 Apr 2026.