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Legacy Financial Advisors’s ConocoPhillips COP Stock Holding History

Legacy Financial Advisors’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 		$2.36M Sell
17,908
-2,355
-12% -$261K 0.33% 49
2025
Q4 		$1.9M Buy
20,263
+1,763
+10% +$159K 0.26% 63
2025
Q3 		$1.75M Buy
18,500
+2,153
+13% +$204K 0.24% 64
2025
Q2 		$1.47M Buy
16,347
+10,517
+180% +$946K 0.23% 73
2025
Q1 		$612K Sell
5,830
-1,996
-26% -$199K 0.1% 167
2024
Q4 		$776K Buy
7,826
+858
+12% +$91.1K 0.13% 132
2024
Q3 		$734K Buy
6,968
+179
+3% +$19.7K 0.12% 146
2024
Q2 		$776K Buy
6,789
+35
+0.5% +$4.25K 0.14% 119
2024
Q1 		$860K Sell
6,754
-103
-2% -$11.7K 0.15% 107
2023
Q4 		$796K Buy
6,857
+394
+6% +$46.1K 0.15% 107
2023
Q3 		$774K Buy
6,463
+451
+8% +$52.4K 0.15% 84
2023
Q2 		$623K Sell
6,012
-14
-0.2% -$1.44K 0.12% 107
2023
Q1 		$598K Buy
6,026
+252
+4% +$27.6K 0.12% 103
2022
Q4 		$681K Buy
5,774
+1,614
+39% +$196K 0.15% 82
2022
Q3 		$426K Buy
4,160
+508
+14% +$50.7K 0.1% 112
2022
Q2 		$328K Sell
3,652
-331
-8% -$34.1K 0.08% 137
2022
Q1 		$398K Buy
3,983
+158
+4% +$14.5K 0.09% 126
2021
Q4 		$276K Buy
3,825
+410
+12% +$29.9K 0.06% 156
2021
Q3 		$231K Buy
+3,415
New +$197K 0.06% 159
2019
Q2 		– Sell
-1,949
Closed -$130K – 285
2019
Q1 		$130K Buy
1,949
+182
+10% +$12.2K 0.04% 137
2018
Q4 		$110K Sell
1,767
-101
-5% -$6.87K 0.04% 138
2018
Q3 		$144K Buy
1,868
+282
+18% +$20.3K 0.05% 132
2018
Q2 		$114K Buy
1,586
+63
+4% +$4.2K 0.04% 155
2018
Q1 		$94K Sell
1,523
-971
-39% -$54.9K 0.04% 172
2017
Q4 		$136K Buy
+2,494
New +$128K 0.06% 149

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

Legacy Financial Advisors's COP Position: Q1 2026 in Review

Legacy Financial Advisors reduced its ConocoPhillips (COP) stake by 12% in Q1 2026, selling an estimated $261K and leaving 17,908 shares worth $2.36M. The position accounts for 0.33% of the portfolio, ranked #49.

Legacy Financial Advisors first reported a position in COP in Q4 2017 and has held it in 25 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Legacy Financial Advisors held 17,908 shares of ConocoPhillips worth $2.36M as of Q1 2026.
  • Legacy Financial Advisors sold 2,355 ConocoPhillips shares in Q1 2026, an estimated $261K.
  • ConocoPhillips made up 0.33% of Legacy Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • Legacy Financial Advisors first reported a position in ConocoPhillips in Q4 2017 and has held it in 25 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.