Everhart Financial Group’s ConocoPhillips COP Stock Holding History

Everhart 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	$939K	Sell	9,028 -248	-3%	-$29.4K	0.06%	187
2026 Q1	$1.22M	Buy	9,276 +1,634	+21%	+$181K	0.1%	130
2025 Q4	$715K	Sell	7,642 -544	-7%	-$49.2K	0.07%	212
2025 Q3	$774K	Buy	8,186 +182	+2%	+$17.2K	0.08%	187
2025 Q2	$718K	Buy	8,004 +2,745	+52%	+$247K	0.08%	178
2025 Q1	$552K	Buy	5,259 +280	+6%	+$27.9K	0.08%	188
2024 Q4	$494K	Buy	4,979 +2,182	+78%	+$232K	0.1%	193
2024 Q3	$294K	Buy	2,797 +653	+30%	+$71.7K	0.07%	264
2024 Q2	$245K	Sell	2,144 -1,537	-42%	-$187K	0.06%	254
2024 Q1	$469K	Sell	3,681 -284	-7%	-$32.4K	0.14%	155
2023 Q4	$460K	Buy	+3,965	New	+$464K	0.16%	123

Other funds holding COP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Everhart Financial Group reduced its ConocoPhillips (COP) stake by 2.7% in Q2 2026, selling an estimated $29.4K and leaving 9,028 shares worth $939K. The position accounts for 0.06% of the portfolio, ranked #187.

Everhart Financial Group first reported a position in COP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2026. 482 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Everhart Financial Group held 9,028 shares of ConocoPhillips worth $939K as of Q2 2026.
Everhart Financial Group sold 248 ConocoPhillips shares in Q2 2026, an estimated $29.4K.
ConocoPhillips made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #187 holding.
Everhart Financial Group first reported a position in ConocoPhillips in Q4 2023 and has held it in 11 quarters since.
Everhart Financial Group's ConocoPhillips position peaked at $1.22M in Q1 2026.
482 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.