HP
COP icon

Holistic Planning’s ConocoPhillips COP Stock Holding History

Holistic Planning’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 		$380K Buy
2,882
+127
+5% +$14.1K 0.08% 210
2025
Q4 		$258K Buy
2,755
+437
+19% +$39.5K 0.06% 241
2025
Q3 		$219K Sell
2,318
-10
-0.4% -$945 0.06% 213
2025
Q2 		$209K Buy
2,328
+77
+3% +$6.93K 0.06% 211
2025
Q1 		$236K Buy
2,251
+51
+2% +$5.09K 0.08% 167
2024
Q4 		$218K Sell
2,200
-15
-0.7% -$1.59K 0.08% 162
2024
Q3 		$233K Sell
2,215
-1
-0% -$110 0.1% 138
2024
Q2 		$282K Hold
2,216
– – 0.22% 90
2024
Q1 		$282K Buy
2,216
+7
+0.3% +$798 0.22% 90
2023
Q4 		$256K Buy
+2,209
New +$258K 0.22% 98

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Holistic Planning's COP Position: Q1 2026 in Review

Holistic Planning increased its ConocoPhillips (COP) stake by 4.6% in Q1 2026, buying an estimated $14.1K and bringing the position to 2,882 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #210.

Holistic Planning first reported a position in COP in Q4 2023 and has held it in 10 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Holistic Planning held 2,882 shares of ConocoPhillips worth $380K as of Q1 2026.
  • Holistic Planning bought 127 ConocoPhillips shares in Q1 2026, an estimated $14.1K.
  • ConocoPhillips made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #210 holding.
  • Holistic Planning first reported a position in ConocoPhillips in Q4 2023 and has held it in 10 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.