Kathleen S. Wright Associates’s ConocoPhillips COP Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$5.01K	Hold	53	–	–	﹤0.01%	225
2025 Q2	$4.76K	Hold	53	–	–	﹤0.01%	232
2025 Q1	$5.57K	Hold	53	–	–	﹤0.01%	235
2024 Q4	$5.26K	Hold	53	–	–	﹤0.01%	238
2024 Q3	$5.58K	Hold	53	–	–	﹤0.01%	266
2024 Q2	$6.06K	Hold	53	–	–	﹤0.01%	205
2024 Q1	$6.75K	Hold	53	–	–	﹤0.01%	197
2023 Q4	$6.15K	Buy	+53	New	+$6.2K	﹤0.01%	173

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kathleen S. Wright Associates's COP Position: Q3 2025 in Review

Kathleen S. Wright Associates held its ConocoPhillips (COP) position steady in Q3 2025 at 53 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Kathleen S. Wright Associates first reported a position in COP in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.75K in Q1 2024. 2,281 funds tracked by Wall St. Rank hold COP as of Q3 2025.

Kathleen S. Wright Associates held 53 shares of ConocoPhillips worth $5.01K as of Q3 2025.
Kathleen S. Wright Associates left its ConocoPhillips share count unchanged in Q3 2025.
ConocoPhillips made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #225 holding.
Kathleen S. Wright Associates first reported a position in ConocoPhillips in Q4 2023 and has held it in 8 quarters since.
Kathleen S. Wright Associates's ConocoPhillips position peaked at $6.75K in Q1 2024.
2,281 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.