Creative Planning’s ConocoPhillips COP Stock Holding History

Creative Planning’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
2015 Q1	–	Sell	-3,000	Closed	-$2K	–	4233
2014 Q4	$2K	Buy	3,000 +1,000	+50%	+$69.8K	﹤0.01%	3802
2014 Q3	$3K	Hold	2,000	–	–	﹤0.01%	3503
2014 Q2	$9K	Buy	+2,000	New	+$156K	﹤0.01%	2922

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

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.