Compass Financial Management’s ConocoPhillips COP Stock Holding History

Compass Financial 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
2026 Q2	$323K	Buy	+3,008	New	+$357K	0.04%	344

Other funds holding COP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's COP Position: Q2 2026 in Review

Compass Financial Management opened a new position in ConocoPhillips (COP) in Q2 2026: 3,008 shares worth $323K. The stake represents 0.04% of the portfolio and ranks #344 among its holdings.

2,360 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Compass Financial Management held 3,008 shares of ConocoPhillips worth $323K as of Q2 2026.
ConocoPhillips was a new Compass Financial Management position in Q2 2026.
ConocoPhillips made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #344 holding.
2,360 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.