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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
Q2 		$293K Buy
2,481
+330
+15% +$39.1K 0.02% 477
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 $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 $3.38T AUM 44.17% 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

Ethos Financial Group's COP Position: Q2 2026 in Review

Ethos Financial Group increased its ConocoPhillips (COP) stake by 15% in Q2 2026, buying an estimated $39.1K and bringing the position to 2,481 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #477.

Ethos Financial Group first reported a position in COP in Q1 2025 and has held it in 5 quarters since. The position peaked at $331K in Q1 2025. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Ethos Financial Group held 2,481 shares of ConocoPhillips worth $293K as of Q2 2026.
  • Ethos Financial Group bought 330 ConocoPhillips shares in Q2 2026, an estimated $39.1K.
  • ConocoPhillips made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #477 holding.
  • Ethos Financial Group first reported a position in ConocoPhillips in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's ConocoPhillips position peaked at $331K in Q1 2025.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.