Financial Gravity Asset Management’s ConocoPhillips COP Stock Holding History

Financial Gravity Asset Management’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	$129K	Buy	980 +21	+2%	+$2.33K	0.02%	197
2025 Q4	$89.8K	Sell	959 -30	-3%	-$2.71K	0.02%	193
2025 Q3	$93.6K	Buy	+989	New	+$93.5K	0.02%	229
2025 Q1	$110K	Buy	+1,049	New	+$105K	0.02%	212
2024 Q2	$90.8K	Sell	794 -1	-0.1%	-$121	0.02%	198
2024 Q1	$92.2K	Buy	795 +1	+0.1%	+$114	0.03%	196
2023 Q4	$92.2K	Buy	+794	New	+$92.9K	0.03%	198
2020 Q4	$0	Buy	+1	New	+$37	﹤0.01%	511
2019 Q4	$308K	Sell	3,766 -1	-0%	-$59	0.21%	51
2019 Q3	$215K	Buy	3,767 +12	+0.3%	+$683	0.19%	109
2019 Q2	$229K	Buy	3,755 +6	+0.2%	+$373	0.19%	124
2019 Q1	$254K	Buy	+3,749	New	+$252K	0.21%	103
2018 Q3	$260K	Buy	3,748 +2,819	+303%	+$203K	0.27%	73
2018 Q2	$67K	Buy	929 +864	+1,329%	+$57.6K	0.06%	261
2018 Q1	$4K	Buy	+65	New	+$3.67K	﹤0.01%	770

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Financial Gravity Asset Management's COP Position: Q1 2026 in Review

Financial Gravity Asset Management increased its ConocoPhillips (COP) stake by 2.2% in Q1 2026, buying an estimated $2.33K and bringing the position to 980 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #197.

Financial Gravity Asset Management first reported a position in COP in Q1 2018 and has held it in 15 quarters since. The position peaked at $308K in Q4 2019. 2,575 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Financial Gravity Asset Management held 980 shares of ConocoPhillips worth $129K as of Q1 2026.
Financial Gravity Asset Management bought 21 ConocoPhillips shares in Q1 2026, an estimated $2.33K.
ConocoPhillips made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #197 holding.
Financial Gravity Asset Management first reported a position in ConocoPhillips in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's ConocoPhillips position peaked at $308K in Q4 2019.
2,575 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.