Holistic Financial Partners’s ConocoPhillips COP Stock Holding History

Holistic Financial Partners’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	–	Sell	-2,126	Closed	-$281K	–	126
2026 Q1	$281K	Buy	+2,126	New	+$235K	0.1%	103
2024 Q2	–	Sell	-1,770	Closed	-$225K	–	123
2024 Q1	$225K	Buy	+1,770	New	+$202K	0.11%	113
2022 Q2	–	Sell	-2,115	Closed	-$212K	–	98
2022 Q1	$212K	Buy	+2,115	New	+$195K	0.13%	101
2018 Q2	–	Sell	-1,442	Closed	-$85K	–	98
2018 Q1	$85K	Buy	1,442 +11	+0.8%	+$622	0.07%	131
2017 Q4	$79K	Buy	+1,431	New	+$73.6K	0.06%	142

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

Holistic Financial Partners's COP Position: Q2 2026 in Review

Holistic Financial Partners sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,126 shares — an estimated $281K sold.

Holistic Financial Partners first reported a position in COP in Q4 2017 and held it in 5 quarters. The position peaked at $281K in Q1 2026. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Holistic Financial Partners reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Holistic Financial Partners sold 2,126 ConocoPhillips shares in Q2 2026, an estimated $281K.
Holistic Financial Partners first reported a position in ConocoPhillips in Q4 2017 and held it in 5 quarters.
Holistic Financial Partners's ConocoPhillips position peaked at $281K in Q1 2026.
2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.