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Garton & Associates Financial Advisors’s ConocoPhillips COP Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-167
Closed -$15.7K – 242
2025
Q4 		$15.7K Buy
+167
New +$15.1K 0.01% 715

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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

Garton & Associates Financial Advisors's COP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of ConocoPhillips (COP) in Q1 2026, closing a stake of 167 shares — an estimated $15.7K sold.

Garton & Associates Financial Advisors first reported a position in COP in Q4 2025 and held it in 1 quarter. The position peaked at $15.7K in Q4 2025. 2,571 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining ConocoPhillips position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 167 ConocoPhillips shares in Q1 2026, an estimated $15.7K.
  • Garton & Associates Financial Advisors first reported a position in ConocoPhillips in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's ConocoPhillips position peaked at $15.7K in Q4 2025.
  • 2,571 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.