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Kerr Financial Planning’s ConocoPhillips COP Stock Holding History

Kerr Financial Planning’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 		$134K Sell
1,286
-48
-4% -$5.69K 0.15% 111
2026
Q1 		$165K Buy
1,334
+1,014
+317% +$112K 0.12% 91
2025
Q4 		$33.7K Buy
320
+2
+0.6% +$181 0.05% 220
2025
Q3 		$28.5K Buy
+318
New +$30.1K 0.04% 221

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

Kerr Financial Planning's COP Position: Q2 2026 in Review

Kerr Financial Planning reduced its ConocoPhillips (COP) stake by 3.6% in Q2 2026, selling an estimated $5.69K and leaving 1,286 shares worth $134K. The position accounts for 0.15% of the portfolio, ranked #111.

Kerr Financial Planning first reported a position in COP in Q3 2025 and has held it in 4 quarters since. The position peaked at $165K in Q1 2026. 2,456 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Kerr Financial Planning held 1,286 shares of ConocoPhillips worth $134K as of Q2 2026.
  • Kerr Financial Planning sold 48 ConocoPhillips shares in Q2 2026, an estimated $5.69K.
  • ConocoPhillips made up 0.15% of Kerr Financial Planning's portfolio in Q2 2026, its #111 holding.
  • Kerr Financial Planning first reported a position in ConocoPhillips in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's ConocoPhillips position peaked at $165K in Q1 2026.
  • 2,456 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.