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Montgomery Financial Services’s ConocoPhillips COP Stock Holding History

Montgomery Financial Services’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 		$8.83K Buy
+85
New +$10.1K 0.01% 186

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montgomery Financial Services's COP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in ConocoPhillips (COP) in Q2 2026: 85 shares worth $8.83K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings.

2,360 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Montgomery Financial Services held 85 shares of ConocoPhillips worth $8.83K as of Q2 2026.
  • ConocoPhillips was a new Montgomery Financial Services position in Q2 2026.
  • ConocoPhillips made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #186 holding.
  • 2,360 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.