Creative Planning’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.2M | Buy |
402,698
+59,277
| +17% | +$6.56M | 0.04% | 211 |
|
|
2025
Q4 | $32.1M | Buy |
343,421
+24,937
| +8% | +$2.26M | 0.02% | 277 |
|
|
2025
Q3 | $30.1M | Buy |
318,484
+14,925
| +5% | +$1.41M | 0.02% | 277 |
|
|
2025
Q2 | $27.2M | Sell |
303,559
-11,190
| -4% | -$1.01M | 0.02% | 274 |
|
|
2025
Q1 | $33.1M | Buy |
314,749
+43,866
| +16% | +$4.37M | 0.03% | 225 |
|
|
2024
Q4 | $26.9M | Buy |
270,883
+22,444
| +9% | +$2.38M | 0.03% | 237 |
|
|
2024
Q3 | $26.2M | Buy |
248,439
+4,214
| +2% | +$463K | 0.03% | 231 |
|
|
2024
Q2 | $27.9M | Buy |
244,225
+16,612
| +7% | +$2.02M | 0.03% | 213 |
|
|
2024
Q1 | $29M | Buy |
227,613
+16,069
| +8% | +$1.83M | 0.03% | 206 |
|
|
2023
Q4 | $24.6M | Buy |
211,544
+13,876
| +7% | +$1.62M | 0.05% | 211 |
|
|
2023
Q3 | $23.7M | Buy |
197,668
+11,392
| +6% | +$1.32M | 0.03% | 212 |
|
|
2023
Q2 | $19.3M | Buy |
186,276
+23,657
| +15% | +$2.43M | 0.03% | 229 |
|
|
2023
Q1 | $16.1M | Sell |
162,619
-7,912
| -5% | -$866K | 0.02% | 248 |
|
|
2022
Q4 | $20.1M | Buy |
170,531
+12,408
| +8% | +$1.51M | 0.03% | 212 |
|
|
2022
Q3 | $16.2M | Buy |
158,123
+3,229
| +2% | +$322K | 0.03% | 217 |
|
|
2022
Q2 | $13.9M | Buy |
154,894
+22,074
| +17% | +$2.27M | 0.02% | 258 |
|
|
2022
Q1 | $13.3M | Buy |
132,820
+3,836
| +3% | +$353K | 0.02% | 281 |
|
|
2021
Q4 | $9.31M | Buy |
128,984
+697
| +0.5% | +$50.8K | 0.02% | 302 |
|
|
2021
Q3 | $8.69M | Buy |
128,287
+6,013
| +5% | +$347K | 0.02% | 289 |
|
|
2021
Q2 | $7.45M | Sell |
122,274
-20,785
| -15% | -$1.16M | 0.01% | 318 |
|
|
2021
Q1 | $7.58M | Sell |
143,059
-177
| -0.1% | -$8.72K | 0.02% | 319 |
|
|
2020
Q4 | $5.73M | Buy |
143,236
+22,129
| +18% | +$816K | 0.01% | 348 |
|
|
2020
Q3 | $3.98M | Sell |
121,107
-13,398
| -10% | -$508K | 0.01% | 358 |
|
|
2020
Q2 | $5.65M | Sell |
134,505
-1,210
| -0.9% | -$48.9K | 0.02% | 271 |
|
|
2020
Q1 | $4.18M | Sell |
135,715
-4,661
| -3% | -$237K | 0.01% | 282 |
|
|
2019
Q4 | $9.13M | Sell |
140,376
-11,109
| -7% | -$653K | 0.03% | 207 |
|
|
2019
Q3 | $8.63M | Sell |
151,485
-8,145
| -5% | -$464K | 0.03% | 200 |
|
|
2019
Q2 | $9.74M | Sell |
159,630
-6,666
| -4% | -$415K | 0.03% | 183 |
|
|
2019
Q1 | $11.1M | Sell |
166,296
-907
| -0.5% | -$61K | 0.04% | 151 |
|
|
2018
Q4 | $10.4M | Sell |
167,203
-11,818
| -7% | -$804K | 0.04% | 141 |
|
|
2018
Q3 | $13.9M | Buy |
179,021
+40,578
| +29% | +$2.93M | 0.05% | 135 |
|
|
2018
Q2 | $9.64M | Sell |
138,443
-32,050
| -19% | -$2.14M | 0.04% | 160 |
|
|
2018
Q1 | $10.1M | Buy |
170,493
+20,176
| +13% | +$1.14M | 0.04% | 148 |
|
|
2017
Q4 | $8.25M | Sell |
150,317
-12,950
| -8% | -$666K | 0.04% | 168 |
|
|
2017
Q3 | $8.17M | Sell |
163,267
-14,240
| -8% | -$640K | 0.04% | 161 |
|
|
2017
Q2 | $7.8M | Sell |
177,507
-1,118
| -0.6% | -$52.1K | 0.04% | 163 |
|
|
2017
Q1 | $8.91M | Buy |
178,625
+6,622
| +4% | +$320K | 0.05% | 144 |
|
|
2016
Q4 | $8.62M | Sell |
172,003
-12,630
| -7% | -$582K | 0.05% | 144 |
|
|
2016
Q3 | $8.03M | Buy |
184,633
+14,176
| +8% | +$589K | 0.05% | 144 |
|
|
2016
Q2 | $7.43M | Sell |
170,457
-6,476
| -4% | -$286K | 0.05% | 131 |
|
|
2016
Q1 | $7.13M | Buy |
176,933
+21,864
| +14% | +$831K | 0.06% | 126 |
|
|
2015
Q4 | $7.24M | Sell |
155,069
-635
| -0.4% | -$33.2K | 0.06% | 123 |
|
|
2015
Q3 | $7.47M | Buy |
155,704
+3,426
| +2% | +$174K | 0.07% | 117 |
|
|
2015
Q2 | $9.35M | Buy |
152,278
+12,614
| +9% | +$822K | 0.08% | 101 |
|
|
2015
Q1 | $8.7M | Buy |
139,664
+1,967
| +1% | +$127K | 0.08% | 103 |
|
|
2014
Q4 | $9.51M | Buy |
137,697
+12,254
| +10% | +$855K | 0.1% | 96 |
|
|
2014
Q3 | $9.6M | Buy |
125,443
+20,829
| +20% | +$1.7M | 0.11% | 91 |
|
|
2014
Q2 | $8.97M | Buy |
104,614
+11,805
| +13% | +$920K | 0.12% | 88 |
|
|
2014
Q1 | $6.53M | Sell |
92,809
-6,546
| -7% | -$438K | 0.1% | 94 |
|
|
2013
Q4 | $7.02M | Buy |
99,355
+25,711
| +35% | +$1.85M | 0.12% | 83 |
|
|
2013
Q3 | $5.12M | Buy |
73,644
+4,191
| +6% | +$280K | 0.1% | 83 |
|
|
2013
Q2 | $4.2M | Buy |
+69,453
| New | +$4.22M | 0.1% | 84 |
|
Other funds holding COP
VCM
VPM
Creative Planning's COP Position: Q1 2026 in Review
Creative Planning increased its ConocoPhillips (COP) stake by 17% in Q1 2026, buying an estimated $6.56M and bringing the position to 402,698 shares worth $53.2M. The position accounts for 0.04% of the portfolio, ranked #211.
Creative Planning first reported a position in COP in Q2 2013 and has held it in 52 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.
- Creative Planning held 402,698 shares of ConocoPhillips worth $53.2M as of Q1 2026.
- Creative Planning bought 59,277 ConocoPhillips shares in Q1 2026, an estimated $6.56M.
- ConocoPhillips made up 0.04% of Creative Planning's portfolio in Q1 2026, its #211 holding.
- Creative Planning first reported a position in ConocoPhillips in Q2 2013 and has held it in 52 quarters since.
- 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.