KFI
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Key Financial Inc’s ConocoPhillips COP Stock Holding History

Key Financial Inc’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
Q1 		$59.1K Buy
448
+42
+10% +$4.65K 0.01% 491
2025
Q4 		$38K Hold
406
– – 0.01% 585
2025
Q3 		$38.8K Buy
406
+12
+3% +$1.14K 0.01% 571
2025
Q2 		$35.4K Sell
394
-100
-20% -$9K 0.01% 568
2025
Q1 		$51.9K Sell
494
-93
-16% -$9.27K 0.01% 475
2024
Q4 		$58.2K Buy
587
+10
+2% +$1.06K 0.01% 453
2024
Q3 		$60.7K Buy
577
+13
+2% +$1.43K 0.01% 450
2024
Q2 		$64.5K Buy
564
+100
+22% +$12.1K 0.02% 416
2024
Q1 		$59.1K Hold
464
– – 0.02% 410
2023
Q4 		$53.9K Hold
464
– – 0.01% 413
2023
Q3 		$55.6K Buy
464
+13
+3% +$1.51K 0.02% 388
2023
Q2 		$46.7K Buy
451
+172
+62% +$17.7K 0.02% 417
2023
Q1 		$27.7K Hold
279
– – 0.01% 478
2022
Q4 		$28.6K Hold
279
– – 0.01% 439
2022
Q3 		$29K Hold
279
– – 0.01% 440
2022
Q2 		$25K Buy
279
+93
+50% +$9.58K 0.01% 462
2022
Q1 		$19K Hold
186
– – 0.01% 508
2021
Q4 		$13K Sell
186
-1,034
-85% -$75.3K 0.01% 545
2021
Q3 		$83K Buy
1,220
+1,048
+609% +$60.5K 0.05% 249
2021
Q2 		$10K Buy
172
+50
+41% +$2.79K 0.01% 565
2021
Q1 		$6K Hold
122
– – ﹤0.01% 559
2020
Q4 		$5K Buy
+122
New +$4.5K ﹤0.01% 548
2020
Q2 		– Sell
-433
Closed -$13K – 190
2020
Q1 		$13K Buy
+433
New +$22K 0.01% 372

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Key Financial Inc's COP Position: Q1 2026 in Review

Key Financial Inc increased its ConocoPhillips (COP) stake by 10% in Q1 2026, buying an estimated $4.65K and bringing the position to 448 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #491.

Key Financial Inc first reported a position in COP in Q1 2020 and has held it in 23 quarters since. The position peaked at $83K in Q3 2021. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Key Financial Inc held 448 shares of ConocoPhillips worth $59.1K as of Q1 2026.
  • Key Financial Inc bought 42 ConocoPhillips shares in Q1 2026, an estimated $4.65K.
  • ConocoPhillips made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #491 holding.
  • Key Financial Inc first reported a position in ConocoPhillips in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's ConocoPhillips position peaked at $83K in Q3 2021.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.