Mark Sheptoff Financial Planning’s ConocoPhillips COP Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-200	Closed	-$18.3K	–	523
2025 Q4	$18.3K	Hold	200	–	–	0.01%	285
2025 Q3	$18.3K	Hold	200	–	–	0.01%	280
2025 Q2	$18.3K	Sell	200 -60	-23%	-$5.4K	0.01%	276
2025 Q1	$27.3K	Hold	260	–	–	0.02%	219
2024 Q4	$25.8K	Hold	260	–	–	0.01%	234
2024 Q3	$27.4K	Hold	260	–	–	0.01%	221
2024 Q2	$29.7K	Buy	260 +60	+30%	+$7.29K	0.02%	225
2024 Q1	$19K	Hold	200	–	–	0.01%	240
2023 Q4	$19K	Hold	200	–	–	0.01%	232
2023 Q3	$19K	Hold	200	–	–	0.01%	216
2023 Q2	$19K	Hold	200	–	–	0.01%	227
2023 Q1	$19K	Hold	200	–	–	0.01%	222
2022 Q4	$19K	Hold	200	–	–	0.01%	222
2022 Q3	$19K	Hold	200	–	–	0.01%	211
2022 Q2	$19K	Hold	200	–	–	0.01%	220
2022 Q1	$19K	Hold	200	–	–	0.01%	247
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	342
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	328
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	348
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	304
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	285
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	253
2020 Q2	$8K	Hold	200	–	–	0.01%	268
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	261
2019 Q4	$13K	Hold	200	–	–	0.01%	260
2019 Q3	$11K	Hold	200	–	–	0.01%	262
2019 Q2	$12K	Hold	200	–	–	0.01%	254
2019 Q1	$13K	Hold	200	–	–	0.01%	246
2018 Q4	$12K	Sell	200 -338	-63%	-$23K	0.01%	225
2018 Q3	$42K	Hold	538	–	–	0.03%	179
2018 Q2	$37K	Hold	538	–	–	0.03%	182
2018 Q1	$32K	Hold	538	–	–	0.02%	198
2017 Q4	$30K	Hold	538	–	–	0.02%	210
2017 Q3	$27K	Hold	538	–	–	0.02%	214
2017 Q2	$24K	Sell	538 -501	-48%	-$23.4K	0.02%	215
2017 Q1	$52K	Buy	1,039 +1	+0.1%	+$48	0.04%	181
2016 Q4	$52K	Hold	1,038	–	–	0.04%	173
2016 Q3	$45K	Buy	+1,038	New	+$43.1K	0.03%	176
2015 Q3	–	Sell	-1,521	Closed	-$93K	–	409
2015 Q2	$93K	Sell	1,521 -141	-8%	-$9.19K	0.08%	144
2015 Q1	$103K	Sell	1,662 -498	-23%	-$32.2K	0.09%	136
2014 Q4	$149K	Sell	2,160 -4,473	-67%	-$312K	0.13%	106
2014 Q3	$508K	Buy	6,633 +650	+11%	+$53.2K	0.45%	61
2014 Q2	$513K	Sell	5,983 -798	-12%	-$62.2K	0.44%	61
2014 Q1	$477K	Buy	+6,781	New	+$454K	0.42%	62

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

Mark Sheptoff Financial Planning's COP Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of ConocoPhillips (COP) in Q1 2026, closing a stake of 200 shares — an estimated $18.3K sold.

Mark Sheptoff Financial Planning first reported a position in COP in Q1 2014 and held it in 44 quarters. The position peaked at $513K in Q2 2014. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining ConocoPhillips position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 200 ConocoPhillips shares in Q1 2026, an estimated $18.3K.
Mark Sheptoff Financial Planning first reported a position in ConocoPhillips in Q1 2014 and held it in 44 quarters.
Mark Sheptoff Financial Planning's ConocoPhillips position peaked at $513K in Q2 2014.
2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.