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Ethos Financial Group’s ConocoPhillips COP Stock Holding History

Ethos Financial 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 		$284K Buy
+2,151
New +$238K 0.02% 414
2025
Q4 		– Sell
-2,454
Closed -$232K – 540
2025
Q3 		$232K Hold
2,454
– – 0.02% 409
2025
Q2 		$220K Sell
2,454
-700
-22% -$63K 0.02% 401
2025
Q1 		$331K Buy
+3,154
New +$315K 0.03% 304

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ethos Financial Group's COP Position: Q1 2026 in Review

Ethos Financial Group opened a new position in ConocoPhillips (COP) in Q1 2026: 2,151 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #414 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in COP as recently as Q3 2025.

Ethos Financial Group first reported a position in COP in Q1 2025 and has held it in 4 quarters since. The position peaked at $331K in Q1 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Ethos Financial Group held 2,151 shares of ConocoPhillips worth $284K as of Q1 2026.
  • ConocoPhillips was a new Ethos Financial Group position in Q1 2026.
  • ConocoPhillips made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #414 holding.
  • Ethos Financial Group first reported a position in ConocoPhillips in Q1 2025 and has held it in 4 quarters since.
  • Ethos Financial Group's ConocoPhillips position peaked at $331K in Q1 2025.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.