Legend Financial Advisors’s ConocoPhillips COP Stock Holding History

Legend 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
2025 Q3	–	Sell	-689	Closed	-$61.8K	–	62
2025 Q2	$61.8K	Buy	+689	New	+$62K	0.04%	50
2025 Q1	–	Sell	-689	Closed	-$68.3K	–	77
2024 Q4	$68.3K	Sell	689 -44	-6%	-$4.67K	0.05%	46
2024 Q3	$77.2K	Hold	733	–	–	0.05%	42
2024 Q2	$83.8K	Hold	733	–	–	0.06%	50
2024 Q1	$93.3K	Sell	733 -125	-15%	-$14.3K	0.07%	48
2023 Q4	$99.6K	Hold	858	–	–	0.08%	45
2023 Q3	$103K	Hold	858	–	–	0.09%	51
2023 Q2	$88.9K	Hold	858	–	–	0.07%	52
2023 Q1	$85.1K	Hold	858	–	–	0.07%	49
2022 Q4	$101K	Sell	858 -250	-23%	-$30.4K	0.09%	51
2022 Q3	$113K	Buy	+1,108	New	+$111K	0.11%	44

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Legend Financial Advisors's COP Position: Q3 2025 in Review

Legend Financial Advisors sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 689 shares — an estimated $61.8K sold.

Legend Financial Advisors first reported a position in COP in Q3 2022 and held it in 11 quarters. The position peaked at $113K in Q3 2022. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

Legend Financial Advisors reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 689 ConocoPhillips shares in Q3 2025, an estimated $61.8K.
Legend Financial Advisors first reported a position in ConocoPhillips in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's ConocoPhillips position peaked at $113K in Q3 2022.
2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.