Cornerstone Planning Group’s ConocoPhillips COP Stock Holding History

Cornerstone Planning 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	$124K	Buy	1,006 +88	+10%	+$9.74K	0.02%	217
2025 Q4	$93.1K	Sell	918 -678	-42%	-$61.3K	0.01%	222
2025 Q3	$141K	Buy	1,596 +545	+52%	+$51.5K	0.02%	177
2025 Q2	$98K	Sell	1,051 -223	-18%	-$20.1K	0.02%	143
2025 Q1	$115K	Buy	1,274 +260	+26%	+$25.9K	0.03%	132
2024 Q4	$104K	Buy	1,014 +15	+2%	+$1.59K	0.03%	110
2024 Q3	$102K	Sell	999 -56	-5%	-$6.15K	0.03%	111
2024 Q2	$110K	Sell	1,055 -6	-0.6%	-$729	0.03%	126
2024 Q1	$130K	Sell	1,061 -168	-14%	-$19.2K	0.04%	99
2023 Q4	$143K	Sell	1,229 -6	-0.5%	-$702	0.05%	99
2023 Q3	$148K	Buy	1,235 +404	+49%	+$46.9K	0.06%	92
2023 Q2	$86.1K	Buy	+831	New	+$85.4K	0.03%	151
2022 Q4	$167K	Buy	+1,392	New	+$169K	0.07%	110

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cornerstone Planning Group's COP Position: Q1 2026 in Review

Cornerstone Planning Group increased its ConocoPhillips (COP) stake by 9.6% in Q1 2026, buying an estimated $9.74K and bringing the position to 1,006 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #217.

Cornerstone Planning Group first reported a position in COP in Q4 2022 and has held it in 13 quarters since. The position peaked at $167K in Q4 2022. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Cornerstone Planning Group held 1,006 shares of ConocoPhillips worth $124K as of Q1 2026.
Cornerstone Planning Group bought 88 ConocoPhillips shares in Q1 2026, an estimated $9.74K.
ConocoPhillips made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #217 holding.
Cornerstone Planning Group first reported a position in ConocoPhillips in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's ConocoPhillips position peaked at $167K in Q4 2022.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.