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Marshall Investment Management’s ConocoPhillips COP Stock Holding History

Marshall Investment Management’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 		$17.9K Buy
172
+38
+28% +$4.5K 0.01% 191
2026
Q1 		$17.7K Buy
+134
New +$14.8K 0.01% 168
2025
Q2 		– Sell
-150
Closed -$15.8K – 56
2025
Q1 		$15.8K Sell
150
-191
-56% -$19K 0.01% 151
2024
Q4 		$36K Buy
+341
New +$36.2K 0.02% 111

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marshall Investment Management's COP Position: Q2 2026 in Review

Marshall Investment Management increased its ConocoPhillips (COP) stake by 28% in Q2 2026, buying an estimated $4.5K and bringing the position to 172 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #191.

Marshall Investment Management first reported a position in COP in Q4 2024 and has held it in 4 quarters since. The position peaked at $36K in Q4 2024. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Marshall Investment Management held 172 shares of ConocoPhillips worth $17.9K as of Q2 2026.
  • Marshall Investment Management bought 38 ConocoPhillips shares in Q2 2026, an estimated $4.5K.
  • ConocoPhillips made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #191 holding.
  • Marshall Investment Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's ConocoPhillips position peaked at $36K in Q4 2024.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.