Mowery & Schoenfeld Wealth Management’s ConocoPhillips COP Stock Holding History

Mowery & Schoenfeld Wealth 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 Q1	$20.9K	Hold	158	–	–	0.03%	174
2025 Q4	$14.8K	Hold	158	–	–	0.02%	212
2025 Q3	$15K	Sell	158 -23	-13%	-$2.17K	0.03%	190
2025 Q2	$16.3K	Sell	181 -40	-18%	-$3.6K	0.02%	183
2025 Q1	$23.2K	Buy	221 +41	+23%	+$4.09K	0.05%	194
2024 Q4	$17.9K	Buy	+180	New	+$19.1K	0.03%	177

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

Mowery & Schoenfeld Wealth Management's COP Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its ConocoPhillips (COP) position steady in Q1 2026 at 158 shares worth $20.9K. The position accounts for 0.03% of the portfolio, ranked #174.

Mowery & Schoenfeld Wealth Management first reported a position in COP in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.2K in Q1 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 158 shares of ConocoPhillips worth $20.9K as of Q1 2026.
Mowery & Schoenfeld Wealth Management left its ConocoPhillips share count unchanged in Q1 2026.
ConocoPhillips made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #174 holding.
Mowery & Schoenfeld Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
Mowery & Schoenfeld Wealth Management's ConocoPhillips position peaked at $23.2K in Q1 2025.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.