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Fiduciary Planning’s ConocoPhillips COP Stock Holding History

Fiduciary 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
Q1 		$304K Hold
2,305
– – 0.09% 59
2025
Q4 		$216K Sell
2,305
-706
-23% -$63.9K 0.07% 69
2025
Q3 		$285K Buy
+3,011
New +$285K 0.09% 68
2024
Q2 		– Sell
-1,615
Closed -$206K – 62
2024
Q1 		$206K Buy
+1,615
New +$184K 0.08% 55
2021
Q2 		– Sell
-1,608
Closed -$85K – 98
2021
Q1 		$85K Hold
1,608
– – 0.13% 57
2020
Q4 		$64K Buy
+1,608
New +$59.3K 0.09% 70

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

Fiduciary Planning's COP Position: Q1 2026 in Review

Fiduciary Planning held its ConocoPhillips (COP) position steady in Q1 2026 at 2,305 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #59.

Fiduciary Planning first reported a position in COP in Q4 2020 and has held it in 6 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Fiduciary Planning held 2,305 shares of ConocoPhillips worth $304K as of Q1 2026.
  • Fiduciary Planning left its ConocoPhillips share count unchanged in Q1 2026.
  • ConocoPhillips made up 0.09% of Fiduciary Planning's portfolio in Q1 2026, its #59 holding.
  • Fiduciary Planning first reported a position in ConocoPhillips in Q4 2020 and has held it in 6 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.