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Legacy Financial Strategies’s ConocoPhillips COP Stock Holding History

Legacy Financial Strategies’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 		– Sell
-2,565
Closed -$339K – 153
2026
Q1 		$339K Buy
2,565
+114
+5% +$12.6K 0.06% 102
2025
Q4 		$229K Sell
2,451
-164
-6% -$14.8K 0.04% 127
2025
Q3 		$247K Buy
+2,615
New +$247K 0.04% 121
2025
Q1 		– Sell
-2,533
Closed -$253K – 121
2024
Q4 		$253K Buy
2,533
+259
+11% +$27.5K 0.05% 100
2024
Q3 		$239K Buy
+2,274
New +$250K 0.05% 102

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Legacy Financial Strategies's COP Position: Q2 2026 in Review

Legacy Financial Strategies sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,565 shares — an estimated $339K sold.

Legacy Financial Strategies first reported a position in COP in Q3 2024 and held it in 5 quarters. The position peaked at $339K in Q1 2026. 959 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Legacy Financial Strategies reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,565 ConocoPhillips shares in Q2 2026, an estimated $339K.
  • Legacy Financial Strategies first reported a position in ConocoPhillips in Q3 2024 and held it in 5 quarters.
  • Legacy Financial Strategies's ConocoPhillips position peaked at $339K in Q1 2026.
  • 959 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.