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GoalVest Advisory’s ConocoPhillips COP Stock Holding History

GoalVest Advisory’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 		$3.02K Buy
+29
New +$3.44K ﹤0.01% 421
2025
Q2 		– Sell
-82
Closed -$8.61K – 396
2025
Q1 		$8.61K Sell
82
-236
-74% -$23.5K ﹤0.01% 277
2024
Q4 		$31.5K Buy
318
+48
+18% +$5.1K 0.01% 216
2024
Q3 		$28.4K Hold
270
– – 0.01% 236
2024
Q2 		$30.9K Sell
270
-23
-8% -$2.79K 0.01% 200
2024
Q1 		$37.3K Sell
293
-333
-53% -$38K 0.01% 215
2023
Q4 		$72.7K Sell
626
-797
-56% -$93.2K 0.03% 113
2023
Q3 		$170K Buy
1,423
+398
+39% +$46.2K 0.09% 77
2023
Q2 		$106K Buy
1,025
+830
+426% +$85.3K 0.05% 94
2023
Q1 		$19.3K Hold
195
– – 0.01% 161
2022
Q4 		$23K Hold
195
– – 0.01% 151
2022
Q3 		$20K Sell
195
-866
-82% -$86.4K 0.01% 155
2022
Q2 		$90K Buy
1,061
+866
+444% +$89.2K 0.06% 134
2022
Q1 		$20K Buy
+195
New +$17.9K 0.01% 195

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GoalVest Advisory's COP Position: Q2 2026 in Review

GoalVest Advisory opened a new position in ConocoPhillips (COP) in Q2 2026: 29 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in COP as recently as Q1 2025.

GoalVest Advisory first reported a position in COP in Q1 2022 and has held it in 14 quarters since. The position peaked at $170K in Q3 2023. 421 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • GoalVest Advisory held 29 shares of ConocoPhillips worth $3.02K as of Q2 2026.
  • ConocoPhillips was a new GoalVest Advisory position in Q2 2026.
  • ConocoPhillips made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #421 holding.
  • GoalVest Advisory first reported a position in ConocoPhillips in Q1 2022 and has held it in 14 quarters since.
  • GoalVest Advisory's ConocoPhillips position peaked at $170K in Q3 2023.
  • 421 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.