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 Q2	$588K	Buy	5,653 +140	+3%	+$16.6K	0.09%	64
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Leonard Rickey Investment Advisors's COP Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its ConocoPhillips (COP) stake by 2.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 5,653 shares worth $588K. The position accounts for 0.09% of the portfolio, ranked #64.

Leonard Rickey Investment Advisors first reported a position in COP in Q3 2023 and has held it in 12 quarters since. The position peaked at $728K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Leonard Rickey Investment Advisors held 5,653 shares of ConocoPhillips worth $588K as of Q2 2026.
Leonard Rickey Investment Advisors bought 140 ConocoPhillips shares in Q2 2026, an estimated $16.6K.
ConocoPhillips made up 0.09% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #64 holding.
Leonard Rickey Investment Advisors first reported a position in ConocoPhillips in Q3 2023 and has held it in 12 quarters since.
Leonard Rickey Investment Advisors's ConocoPhillips position peaked at $728K in Q1 2026.
2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.