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Independent Financial Group’s ConocoPhillips COP Stock Holding History

Independent Financial Group’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 		$955K Sell
9,191
-182
-2% -$21.6K 0.02% 711
2026
Q1 		$1.24M Buy
9,373
+356
+4% +$39.4K 0.03% 545
2025
Q4 		$844K Sell
9,017
-2,372
-21% -$215K 0.02% 686
2025
Q3 		$1.08M Sell
11,389
-770
-6% -$72.8K 0.03% 577
2025
Q2 		$1.09M Sell
12,159
-607
-5% -$54.6K 0.03% 517
2025
Q1 		$1.34M Sell
12,766
-371
-3% -$37K 0.05% 398
2024
Q4 		$1.3M Buy
13,137
+3,089
+31% +$328K 0.04% 405
2024
Q3 		$1.06M Sell
10,048
-3
-0% -$330 0.04% 429
2024
Q2 		$1.15M Buy
10,051
+1,993
+25% +$242K 0.05% 370
2024
Q1 		$1.03M Buy
8,058
+506
+7% +$57.7K 0.05% 376
2023
Q4 		$877K Buy
7,552
+794
+12% +$92.9K 0.05% 394
2023
Q3 		$810K Buy
6,758
+538
+9% +$62.5K 0.05% 369
2023
Q2 		$644K Buy
6,220
+612
+11% +$62.9K 0.04% 415
2023
Q1 		$556K Sell
5,608
-1,576
-22% -$172K 0.04% 426
2022
Q4 		$848K Buy
7,184
+2,104
+41% +$256K 0.07% 281
2022
Q3 		$520K Sell
5,080
-1,202
-19% -$120K 0.05% 389
2022
Q2 		$564K Sell
6,282
-983
-14% -$101K 0.06% 351
2022
Q1 		$727K Sell
7,265
-7,935
-52% -$730K 0.06% 333
2021
Q4 		$1.1M Sell
15,200
-1,287
-8% -$93.8K 0.09% 229
2021
Q3 		$1.12M Buy
16,487
+3,754
+29% +$217K 0.11% 192
2021
Q2 		$775K Buy
12,733
+2,043
+19% +$114K 0.08% 275
2021
Q1 		$566K Buy
10,690
+419
+4% +$20.7K 0.07% 306
2020
Q4 		$411K Buy
+10,271
New +$379K 0.06% 345
2020
Q3 		– Sell
-5,008
Closed -$210K – 513
2020
Q2 		$210K Buy
+5,008
New +$203K 0.05% 403

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

Independent Financial Group's COP Position: Q2 2026 in Review

Independent Financial Group reduced its ConocoPhillips (COP) stake by 1.9% in Q2 2026, selling an estimated $21.6K and leaving 9,191 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #711.

Independent Financial Group first reported a position in COP in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q1 2025. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Independent Financial Group held 9,191 shares of ConocoPhillips worth $955K as of Q2 2026.
  • Independent Financial Group sold 182 ConocoPhillips shares in Q2 2026, an estimated $21.6K.
  • ConocoPhillips made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #711 holding.
  • Independent Financial Group first reported a position in ConocoPhillips in Q2 2020 and has held it in 24 quarters since.
  • Independent Financial Group's ConocoPhillips position peaked at $1.34M in Q1 2025.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.