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LGT Financial Advisors’s ConocoPhillips COP Stock Holding History

LGT 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
-61
Closed -$5.47K – 445
2025
Q2 		$5.47K Buy
+61
New +$5.49K 0.01% 287
2024
Q3 		– Sell
-327
Closed -$37.4K – 712
2024
Q2 		$37.4K Buy
327
+3
+0.9% +$364 0.08% 190
2024
Q1 		$41.3K Buy
324
+2
+0.6% +$228 0.05% 246
2023
Q4 		$37.4K Buy
322
+3
+0.9% +$351 0.05% 244
2023
Q3 		$38.2K Buy
+319
New +$37K 0.05% 243

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

LGT Financial Advisors sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 61 shares — an estimated $5.47K sold.

LGT Financial Advisors first reported a position in COP in Q3 2023 and held it in 5 quarters. The position peaked at $41.3K in Q1 2024. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • LGT Financial Advisors reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 61 ConocoPhillips shares in Q3 2025, an estimated $5.47K.
  • LGT Financial Advisors first reported a position in ConocoPhillips in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's ConocoPhillips position peaked at $41.3K in Q1 2024.
  • 2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.