Jacobi Capital Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.54M Buy
34,381
+590
+2% +$65.3K 0.25% 72
2025
Q4
$3.16M Buy
33,791
+928
+3% +$83.9K 0.18% 105
2025
Q3
$3.11M Buy
32,863
+1,694
+5% +$160K 0.19% 98
2025
Q2
$2.8M Buy
31,169
+340
+1% +$30.6K 0.19% 108
2025
Q1
$3.24M Buy
30,829
+2,757
+10% +$275K 0.24% 77
2024
Q4
$2.78M Buy
28,072
+1,524
+6% +$162K 0.21% 97
2024
Q3
$2.79M Buy
26,548
+2,153
+9% +$236K 0.21% 93
2024
Q2
$2.79M Buy
24,395
+1,663
+7% +$202K 0.24% 80
2024
Q1
$2.89M Buy
22,732
+309
+1% +$35.2K 0.27% 66
2023
Q4
$2.6M Buy
22,423
+566
+3% +$66.2K 0.27% 64
2023
Q3
$2.62M Buy
21,857
+1,243
+6% +$144K 0.3% 59
2023
Q2
$2.14M Buy
20,614
+2,232
+12% +$229K 0.24% 83
2023
Q1
$1.82M Buy
18,382
+568
+3% +$62.2K 0.22% 98
2022
Q4
$2.1M Buy
17,814
+850
+5% +$103K 0.26% 81
2022
Q3
$1.74M Buy
16,964
+572
+3% +$57.1K 0.24% 88
2022
Q2
$1.47M Buy
16,392
+1,153
+8% +$119K 0.2% 104
2022
Q1
$1.52M Buy
15,239
+816
+6% +$75K 0.18% 107
2021
Q4
$1.04M Buy
14,423
+2,240
+18% +$163K 0.12% 152
2021
Q3
$825K Buy
12,183
+1,101
+10% +$63.5K 0.1% 170
2021
Q2
$675K Buy
11,082
+507
+5% +$28.3K 0.09% 188
2021
Q1
$560K Buy
10,575
+6,462
+157% +$318K 0.08% 202
2020
Q4
$164K Sell
4,113
-3,371
-45% -$124K 0.03% 342
2020
Q3
$246K Sell
7,484
-489
-6% -$18.5K 0.04% 271
2020
Q2
$335K Sell
7,973
-354
-4% -$14.3K 0.06% 232
2020
Q1
$256K Sell
8,327
-3,999
-32% -$203K 0.06% 229
2019
Q4
$788K Sell
12,326
-21
-0.2% -$1.24K 0.14% 133
2019
Q3
$699K Buy
12,347
+120
+1% +$6.83K 0.14% 140
2019
Q2
$739K Buy
12,227
+6,553
+115% +$408K 0.15% 128
2019
Q1
$379K Sell
5,674
-1,867
-25% -$126K 0.1% 153
2018
Q4
$470K Buy
7,541
+3,269
+77% +$222K 0.13% 119
2018
Q3
$331K Buy
4,272
+207
+5% +$14.9K 0.09% 139
2018
Q2
$283K Buy
4,065
+430
+12% +$28.6K 0.08% 150
2018
Q1
$211K Buy
3,635
+817
+29% +$46.2K 0.06% 176
2017
Q4
$162K Buy
2,818
+845
+43% +$43.5K 0.05% 194
2017
Q3
$96K Sell
1,973
-35
-2% -$1.57K 0.03% 248
2017
Q2
$87K Buy
2,008
+96
+5% +$4.48K 0.03% 233
2017
Q1
$94K Buy
1,912
+125
+7% +$6.04K 0.05% 163
2016
Q4
$92K Sell
1,787
-719
-29% -$33.2K 0.06% 145
2016
Q3
$107K Hold
2,506
0.05% 143
2016
Q2
$105K Buy
+2,506
New +$111K 0.05% 137

Other funds holding COP

Jacobi Capital Management's COP Position: Q1 2026 in Review

Jacobi Capital Management increased its ConocoPhillips (COP) stake by 1.7% in Q1 2026, buying an estimated $65.3K and bringing the position to 34,381 shares worth $4.54M. The position accounts for 0.25% of the portfolio, ranked #72.

Jacobi Capital Management first reported a position in COP in Q2 2016 and has held it in 40 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Jacobi Capital Management held 34,381 shares of ConocoPhillips worth $4.54M as of Q1 2026.
  • Jacobi Capital Management bought 590 ConocoPhillips shares in Q1 2026, an estimated $65.3K.
  • ConocoPhillips made up 0.25% of Jacobi Capital Management's portfolio in Q1 2026, its #72 holding.
  • Jacobi Capital Management first reported a position in ConocoPhillips in Q2 2016 and has held it in 40 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.