GoalVest Advisory
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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
Q3 		– Sell
-29
Closed -$3.02K – 734
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

GoalVest Advisory's COP Position: Q3 2026 in Review

GoalVest Advisory sold out of ConocoPhillips (COP) in Q3 2026, closing a stake of 29 shares — an estimated $3.02K sold.

GoalVest Advisory first reported a position in COP in Q1 2022 and held it in 14 quarters. The position peaked at $170K in Q3 2023. 2,265 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • GoalVest Advisory reported no remaining ConocoPhillips position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 29 ConocoPhillips shares in Q3 2026, an estimated $3.02K.
  • GoalVest Advisory first reported a position in ConocoPhillips in Q1 2022 and held it in 14 quarters.
  • GoalVest Advisory's ConocoPhillips position peaked at $170K in Q3 2023.
  • 2,265 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.