Cooper Financial Group
COP icon

Cooper Financial Group’s ConocoPhillips COP Stock Holding History

Cooper Financial 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
Q3 		$1.05M Buy
8,405
+942
+13% +$117K 0.08% 166
2026
Q2 		$776K Sell
7,463
-2,968
-28% -$352K 0.06% 205
2026
Q1 		$1.38M Buy
10,431
+796
+8% +$88.1K 0.14% 123
2025
Q4 		$902K Buy
9,635
+229
+2% +$20.7K 0.1% 155
2025
Q3 		$890K Sell
9,406
-871
-8% -$82.3K 0.1% 158
2025
Q2 		$922K Sell
10,277
-223
-2% -$20.1K 0.11% 152
2025
Q1 		$1.1M Buy
10,500
+2,252
+27% +$225K 0.15% 132
2024
Q4 		$818K Sell
8,248
-615
-7% -$65.3K 0.1% 171
2024
Q3 		$933K Buy
8,863
+4,115
+87% +$452K 0.12% 151
2024
Q2 		$543K Buy
4,748
+2,253
+90% +$274K 0.08% 211
2024
Q1 		$318K Buy
2,495
+125
+5% +$14.3K 0.05% 280
2023
Q4 		$275K Buy
2,370
+355
+18% +$41.5K 0.05% 284
2023
Q3 		$241K Buy
2,015
+40
+2% +$4.64K 0.06% 282
2023
Q2 		$205K Buy
+1,975
New +$203K 0.05% 303
2023
Q1 		– Sell
-2,127
Closed -$251K – 303
2022
Q4 		$251K Buy
+2,127
New +$259K 0.08% 248

Other funds holding COP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cooper Financial Group's COP Position: Q3 2026 in Review

Cooper Financial Group increased its ConocoPhillips (COP) stake by 13% in Q3 2026, buying an estimated $117K and bringing the position to 8,405 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #166.

Cooper Financial Group first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q1 2026. 1,767 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Cooper Financial Group held 8,405 shares of ConocoPhillips worth $1.05M as of Q3 2026.
  • Cooper Financial Group bought 942 ConocoPhillips shares in Q3 2026, an estimated $117K.
  • ConocoPhillips made up 0.08% of Cooper Financial Group's portfolio in Q3 2026, its #166 holding.
  • Cooper Financial Group first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
  • Cooper Financial Group's ConocoPhillips position peaked at $1.38M in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.