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Journey Retirement Planning & Investment Management’s ConocoPhillips COP Stock Holding History

Journey Retirement Planning & Investment Management’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 		$795K Buy
7,651
+861
+13% +$102K 0.62% 41
2026
Q1 		$896K Sell
6,790
-16,270
-71% -$1.8M 0.79% 35
2025
Q4 		$2.16M Buy
+23,060
New +$2.09M 0.44% 56

Other funds holding COP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Journey Retirement Planning & Investment Management's COP Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its ConocoPhillips (COP) stake by 13% in Q2 2026, buying an estimated $102K and bringing the position to 7,651 shares worth $795K. The position accounts for 0.62% of the portfolio, ranked #41.

Journey Retirement Planning & Investment Management first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.16M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 7,651 shares of ConocoPhillips worth $795K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 861 ConocoPhillips shares in Q2 2026, an estimated $102K.
  • ConocoPhillips made up 0.62% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #41 holding.
  • Journey Retirement Planning & Investment Management first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's ConocoPhillips position peaked at $2.16M in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.