Marshall Financial Group (Maryland)’s ConocoPhillips COP Stock Holding History

Marshall Financial Group (Maryland)’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	–	Sell	-1,911	Closed	-$252K	–	318
2026 Q1	$252K	Buy	+1,911	New	+$212K	0.04%	261
2025 Q2	–	Sell	-1,940	Closed	-$204K	–	254
2025 Q1	$204K	Buy	+1,940	New	+$193K	0.04%	226

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Marshall Financial Group (Maryland)'s COP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,911 shares — an estimated $252K sold.

Marshall Financial Group (Maryland) first reported a position in COP in Q1 2025 and held it in 2 quarters. The position peaked at $252K in Q1 2026. 939 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Marshall Financial Group (Maryland) reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 1,911 ConocoPhillips shares in Q2 2026, an estimated $252K.
Marshall Financial Group (Maryland) first reported a position in ConocoPhillips in Q1 2025 and held it in 2 quarters.
Marshall Financial Group (Maryland)'s ConocoPhillips position peaked at $252K in Q1 2026.
939 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.