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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
Q2 		$111K Sell
932
-74
-7% -$8.77K 0.01% 233
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
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

Cornerstone Planning Group's COP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its ConocoPhillips (COP) stake by 7.4% in Q2 2026, selling an estimated $8.77K and leaving 932 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #233.

Cornerstone Planning Group first reported a position in COP in Q4 2022 and has held it in 14 quarters since. The position peaked at $167K in Q4 2022. 2,471 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Cornerstone Planning Group held 932 shares of ConocoPhillips worth $111K as of Q2 2026.
  • Cornerstone Planning Group sold 74 ConocoPhillips shares in Q2 2026, an estimated $8.77K.
  • ConocoPhillips made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #233 holding.
  • Cornerstone Planning Group first reported a position in ConocoPhillips in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's ConocoPhillips position peaked at $167K in Q4 2022.
  • 2,471 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.