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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
Q2 		$240K Hold
2,305
– – 0.06% 67
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 $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

Fiduciary Planning's COP Position: Q2 2026 in Review

Fiduciary Planning held its ConocoPhillips (COP) position steady in Q2 2026 at 2,305 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #67.

Fiduciary Planning first reported a position in COP in Q4 2020 and has held it in 7 quarters since. The position peaked at $304K in Q1 2026. 2,467 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Fiduciary Planning held 2,305 shares of ConocoPhillips worth $240K as of Q2 2026.
  • Fiduciary Planning left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.06% of Fiduciary Planning's portfolio in Q2 2026, its #67 holding.
  • Fiduciary Planning first reported a position in ConocoPhillips in Q4 2020 and has held it in 7 quarters since.
  • Fiduciary Planning's ConocoPhillips position peaked at $304K in Q1 2026.
  • 2,467 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.