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Comprehensive Financial Consultants Institutional’s ConocoPhillips COP Stock Holding History

Comprehensive Financial Consultants Institutional’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 		– Sell
-2,017
Closed -$266K – 207
2026
Q1 		$266K Buy
+2,017
New +$223K 0.08% 172
2024
Q4 		– Sell
-1,965
Closed -$207K – 167
2024
Q3 		$207K Hold
1,965
– – 0.08% 162
2024
Q2 		$225K Sell
1,965
-133
-6% -$16.2K 0.09% 150
2024
Q1 		$267K Buy
2,098
+133
+7% +$15.2K 0.11% 140
2023
Q4 		$228K Sell
1,965
-26
-1% -$3.04K 0.11% 144
2023
Q3 		$239K Buy
1,991
+3
+0.2% +$348 0.13% 137
2023
Q2 		$212K Sell
1,988
-90
-4% -$9.25K 0.11% 159
2023
Q1 		$206K Hold
2,078
– – 0.12% 159
2022
Q4 		$250K Sell
2,078
-24
-1% -$2.92K 0.15% 136
2022
Q3 		$248K Buy
+2,102
New +$210K 0.16% 135
2022
Q2 		– Sell
-2,102
Closed -$226K – 154
2022
Q1 		$226K Buy
2,102
+23
+1% +$2.12K 0.16% 145
2021
Q4 		$189K Buy
+2,079
New +$151K 0.12% 162

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Comprehensive Financial Consultants Institutional's COP Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,017 shares — an estimated $266K sold.

Comprehensive Financial Consultants Institutional first reported a position in COP in Q4 2021 and held it in 12 quarters. The position peaked at $267K in Q1 2024. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Comprehensive Financial Consultants Institutional reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 2,017 ConocoPhillips shares in Q2 2026, an estimated $266K.
  • Comprehensive Financial Consultants Institutional first reported a position in ConocoPhillips in Q4 2021 and held it in 12 quarters.
  • Comprehensive Financial Consultants Institutional's ConocoPhillips position peaked at $267K in Q1 2024.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.