Leonard Rickey Investment Advisors’s ConocoPhillips COP Stock Holding History

Leonard Rickey Investment 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	$728K	Sell	5,513 -147	-3%	-$16.3K	0.13%	56
2025 Q4	$530K	Buy	5,660 +339	+6%	+$30.7K	0.1%	65
2025 Q3	$503K	Buy	5,321 +250	+5%	+$23.6K	0.09%	63
2025 Q2	$455K	Buy	5,071 +379	+8%	+$34.1K	0.09%	66
2025 Q1	$406K	Buy	4,692 +761	+19%	+$75.9K	0.09%	65
2024 Q4	$390K	Buy	3,931 +57	+1%	+$6.05K	0.09%	67
2024 Q3	$408K	Buy	3,874 +863	+29%	+$94.8K	0.09%	65
2024 Q2	$344K	Buy	3,011 +760	+34%	+$92.3K	0.08%	66
2024 Q1	$287K	Buy	2,251 +146	+7%	+$16.7K	0.07%	71
2023 Q4	$244K	Sell	2,105 -1	-0%	-$117	0.07%	71
2023 Q3	$252K	Buy	+2,106	New	+$245K	0.08%	70

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Leonard Rickey Investment Advisors's COP Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its ConocoPhillips (COP) stake by 2.6% in Q1 2026, selling an estimated $16.3K and leaving 5,513 shares worth $728K. The position accounts for 0.13% of the portfolio, ranked #56.

Leonard Rickey Investment Advisors first reported a position in COP in Q3 2023 and has held it in 11 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Leonard Rickey Investment Advisors held 5,513 shares of ConocoPhillips worth $728K as of Q1 2026.
Leonard Rickey Investment Advisors sold 147 ConocoPhillips shares in Q1 2026, an estimated $16.3K.
ConocoPhillips made up 0.13% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #56 holding.
Leonard Rickey Investment Advisors first reported a position in ConocoPhillips in Q3 2023 and has held it in 11 quarters since.
2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.