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Everest Financial Group’s ConocoPhillips COP Stock Holding History

Everest 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 		$444K Sell
4,270
-133
-3% -$15.8K 0.06% 146
2026
Q1 		$581K Sell
4,403
-1,775
-29% -$197K 0.1% 121
2025
Q4 		$578K Buy
+6,178
New +$559K 0.13% 56

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 $3.37T AUM 44.26% 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

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

Everest Financial Group reduced its ConocoPhillips (COP) stake by 3% in Q2 2026, selling an estimated $15.8K and leaving 4,270 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #146.

Everest Financial Group first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $581K in Q1 2026. 2,444 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Everest Financial Group held 4,270 shares of ConocoPhillips worth $444K as of Q2 2026.
  • Everest Financial Group sold 133 ConocoPhillips shares in Q2 2026, an estimated $15.8K.
  • ConocoPhillips made up 0.06% of Everest Financial Group's portfolio in Q2 2026, its #146 holding.
  • Everest Financial Group first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's ConocoPhillips position peaked at $581K in Q1 2026.
  • 2,444 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.