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
2026 Q2	$7.2K	Buy	+1,000	New	+$119K	﹤0.01%	4237
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's COP Position: Q2 2026 in Review

Creative Planning increased its ConocoPhillips (COP) stake by 2.1% in Q2 2026, buying an estimated $1.01M and bringing the position to 411,196 shares worth $42.7M. The position accounts for 0.03% of the portfolio, ranked #272.

Creative Planning first reported a position in COP in Q2 2013 and has held it in 53 quarters since. The position peaked at $53.2M in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Creative Planning held 411,196 shares of ConocoPhillips worth $42.7M as of Q2 2026.
Creative Planning bought 8,498 ConocoPhillips shares in Q2 2026, an estimated $1.01M.
ConocoPhillips made up 0.03% of Creative Planning's portfolio in Q2 2026, its #272 holding.
Creative Planning first reported a position in ConocoPhillips in Q2 2013 and has held it in 53 quarters since.
Creative Planning's ConocoPhillips position peaked at $53.2M in Q1 2026.
2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.