IRON Financial
COP icon

IRON Financial’s ConocoPhillips COP Stock Holding History

IRON Financial’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 		$951K Buy
7,602
+1,776
+30% +$220K 0.4% 47
2026
Q2 		$606K Buy
5,826
+339
+6% +$40.2K 0.25% 71
2026
Q1 		$724K Sell
5,487
-3,042
-36% -$337K 0.32% 60
2025
Q4 		$798K Sell
8,529
-92
-1% -$8.32K 0.37% 47
2025
Q3 		$815K Buy
8,621
+3,180
+58% +$301K 0.39% 46
2025
Q2 		$488K Buy
5,441
+20
+0.4% +$1.8K 0.25% 68
2025
Q1 		$569K Buy
+5,421
New +$541K 0.32% 50
2024
Q3 		– Sell
-6,312
Closed -$722K – 111
2024
Q2 		$722K Buy
6,312
+73
+1% +$8.87K 0.4% 50
2024
Q1 		$794K Buy
+6,239
New +$712K 0.44% 42

Other funds holding COP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IRON Financial's COP Position: Q3 2026 in Review

IRON Financial increased its ConocoPhillips (COP) stake by 30% in Q3 2026, buying an estimated $220K and bringing the position to 7,602 shares worth $951K. The position accounts for 0.4% of the portfolio, ranked #47.

IRON Financial first reported a position in COP in Q1 2024 and has held it in 9 quarters since. 1,767 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • IRON Financial held 7,602 shares of ConocoPhillips worth $951K as of Q3 2026.
  • IRON Financial bought 1,776 ConocoPhillips shares in Q3 2026, an estimated $220K.
  • ConocoPhillips made up 0.4% of IRON Financial's portfolio in Q3 2026, its #47 holding.
  • IRON Financial first reported a position in ConocoPhillips in Q1 2024 and has held it in 9 quarters since.
  • 1,767 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.