Financial Partners Group (Tennessee)’s ConocoPhillips COP Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	–	Sell	-2,063	Closed	-$217K	–	90
2025 Q1	$217K	Sell	2,063 -474	-19%	-$47.3K	0.09%	80
2024 Q4	$252K	Sell	2,537 -1,650	-39%	-$175K	0.1%	86
2024 Q3	$441K	Sell	4,187 -1,905	-31%	-$209K	0.17%	72
2024 Q2	$697K	Buy	6,092 +259	+4%	+$31.5K	0.27%	66
2024 Q1	$742K	Buy	5,833 +2,316	+66%	+$264K	0.29%	65
2023 Q4	$408K	Sell	3,517 -1,149	-25%	-$134K	0.18%	65
2023 Q3	$559K	Buy	4,666 +18	+0.4%	+$2.09K	0.27%	61
2023 Q2	$482K	Buy	4,648 +893	+24%	+$91.8K	0.24%	58
2023 Q1	$373K	Buy	+3,755	New	+$411K	0.19%	63

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Partners Group (Tennessee)'s COP Position: Q2 2025 in Review

Financial Partners Group (Tennessee) sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 2,063 shares — an estimated $217K sold.

Financial Partners Group (Tennessee) first reported a position in COP in Q1 2023 and held it in 9 quarters. The position peaked at $742K in Q1 2024. 2,290 funds tracked by Wall St. Rank hold COP as of Q2 2025.

Financial Partners Group (Tennessee) reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
Financial Partners Group (Tennessee) sold 2,063 ConocoPhillips shares in Q2 2025, an estimated $217K.
Financial Partners Group (Tennessee) first reported a position in ConocoPhillips in Q1 2023 and held it in 9 quarters.
Financial Partners Group (Tennessee)'s ConocoPhillips position peaked at $742K in Q1 2024.
2,290 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.