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Larry Mathis Financial Planning’s ConocoPhillips COP Stock Holding History

Larry Mathis 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 		$563K Buy
5,417
+138
+3% +$16.4K 0.43% 61
2026
Q1 		$697K Buy
5,279
+257
+5% +$28.5K 0.62% 35
2025
Q4 		$470K Buy
+5,022
New +$454K 0.41% 68

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

Larry Mathis Financial Planning's COP Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its ConocoPhillips (COP) stake by 2.6% in Q2 2026, buying an estimated $16.4K and bringing the position to 5,417 shares worth $563K. The position accounts for 0.43% of the portfolio, ranked #61.

Larry Mathis Financial Planning first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $697K in Q1 2026. 2,449 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Larry Mathis Financial Planning held 5,417 shares of ConocoPhillips worth $563K as of Q2 2026.
  • Larry Mathis Financial Planning bought 138 ConocoPhillips shares in Q2 2026, an estimated $16.4K.
  • ConocoPhillips made up 0.43% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #61 holding.
  • Larry Mathis Financial Planning first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's ConocoPhillips position peaked at $697K in Q1 2026.
  • 2,449 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.