L.J. Altfest & Co’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$290K Buy
2,200
+3
+0.1% +$332 0.03% 277
2025
Q4
$206K Sell
2,197
-10
-0.5% -$904 0.02% 320
2025
Q3
$209K Sell
2,207
-229
-9% -$21.7K 0.02% 320
2025
Q2
$219K Sell
2,436
-49
-2% -$4.41K 0.03% 315
2025
Q1
$261K Sell
2,485
-5,116
-67% -$510K 0.03% 292
2024
Q4
$754K Sell
7,601
-954
-11% -$101K 0.1% 151
2024
Q3
$901K Buy
8,555
+103
+1% +$11.3K 0.12% 139
2024
Q2
$967K Buy
8,452
+743
+10% +$90.2K 0.13% 118
2024
Q1
$981K Sell
7,709
-156
-2% -$17.8K 0.14% 122
2023
Q4
$913K Sell
7,865
-3,515
-31% -$411K 0.13% 123
2023
Q3
$1.36M Buy
11,380
+2,310
+25% +$268K 0.22% 77
2023
Q2
$940K Sell
9,070
-79
-0.9% -$8.12K 0.14% 113
2023
Q1
$908K Buy
9,149
+865
+10% +$94.6K 0.14% 107
2022
Q4
$978K Sell
8,284
-119
-1% -$14.5K 0.16% 102
2022
Q3
$860K Buy
8,403
+21
+0.3% +$2.1K 0.16% 98
2022
Q2
$753K Sell
8,382
-3,003
-26% -$309K 0.14% 110
2022
Q1
$1.14M Sell
11,385
-6,350
-36% -$584K 0.2% 79
2021
Q4
$1.28M Sell
17,735
-2,420
-12% -$176K 0.24% 77
2021
Q3
$1.37M Buy
20,155
+4,224
+27% +$244K 0.29% 58
2021
Q2
$970K Buy
15,931
+8,434
+112% +$470K 0.21% 87
2021
Q1
$397K Sell
7,497
-11,939
-61% -$588K 0.09% 172
2020
Q4
$777K Sell
19,436
-1,554
-7% -$57.3K 0.19% 96
2020
Q3
$689K Buy
20,990
+2,730
+15% +$103K 0.18% 94
2020
Q2
$767K Sell
18,260
-3,312
-15% -$134K 0.22% 79
2020
Q1
$664K Buy
21,572
+10,883
+102% +$554K 0.21% 80
2019
Q4
$695K Buy
10,689
+3,831
+56% +$225K 0.18% 84
2019
Q3
$391K Buy
+6,858
New +$390K 0.1% 118
2015
Q4
Sell
-2,223
Closed -$107K 98
2015
Q3
$107K Buy
+2,223
New +$113K 0.11% 113
2014
Q1
Sell
-3,510
Closed -$248K 107
2013
Q4
$248K Buy
+3,510
New +$252K 0.21% 92

Other funds holding COP

L.J. Altfest & Co's COP Position: Q1 2026 in Review

L.J. Altfest & Co increased its ConocoPhillips (COP) stake by 0.14% in Q1 2026, buying an estimated $332 and bringing the position to 2,200 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #277.

L.J. Altfest & Co first reported a position in COP in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.37M in Q3 2021. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • L.J. Altfest & Co held 2,200 shares of ConocoPhillips worth $290K as of Q1 2026.
  • L.J. Altfest & Co bought 3 ConocoPhillips shares in Q1 2026, an estimated $332.
  • ConocoPhillips made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #277 holding.
  • L.J. Altfest & Co first reported a position in ConocoPhillips in Q4 2013 and has held it in 29 quarters since.
  • L.J. Altfest & Co's ConocoPhillips position peaked at $1.37M in Q3 2021.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.