Key Financial Inc
COP icon

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
Q3 		$48.7K Sell
389
-5
-1% -$620 0.01% 536
2026
Q2 		$41K Sell
394
-54
-12% -$6.4K 0.01% 578
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% +$9.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Key Financial Inc's COP Position: Q3 2026 in Review

Key Financial Inc reduced its ConocoPhillips (COP) stake by 1.3% in Q3 2026, selling an estimated $620 and leaving 389 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #536.

Key Financial Inc first reported a position in COP in Q1 2020 and has held it in 25 quarters since. The position peaked at $83K in Q3 2021. 1,767 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Key Financial Inc held 389 shares of ConocoPhillips worth $48.7K as of Q3 2026.
  • Key Financial Inc sold 5 ConocoPhillips shares in Q3 2026, an estimated $620.
  • ConocoPhillips made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #536 holding.
  • Key Financial Inc first reported a position in ConocoPhillips in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's ConocoPhillips position peaked at $83K in Q3 2021.
  • 1,767 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.