MPS Loria Financial Planners’s ConocoPhillips COP Stock Holding History

MPS Loria Financial Planners’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	-1,596	Closed	-$211K	–	94
2026 Q1	$211K	Buy	+1,596	New	+$177K	0.06%	86
2021 Q2	–	Sell	-1,805	Closed	-$95K	–	202
2021 Q1	$95K	Buy	1,805 +28	+2%	+$1.38K	0.04%	118
2020 Q4	$70K	Buy	1,777 +97	+6%	+$3.58K	0.03%	138
2020 Q3	$55K	Hold	1,680	–	–	0.03%	144
2020 Q2	$71K	Buy	+1,680	New	+$67.9K	0.04%	124
2017 Q3	–	Sell	-1,975	Closed	-$88K	–	137
2017 Q2	$88K	Buy	+1,975	New	+$92.1K	0.06%	120

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

MPS Loria Financial Planners's COP Position: Q2 2026 in Review

MPS Loria Financial Planners sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,596 shares — an estimated $211K sold.

MPS Loria Financial Planners first reported a position in COP in Q2 2017 and held it in 6 quarters. The position peaked at $211K in Q1 2026. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

MPS Loria Financial Planners reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
MPS Loria Financial Planners sold 1,596 ConocoPhillips shares in Q2 2026, an estimated $211K.
MPS Loria Financial Planners first reported a position in ConocoPhillips in Q2 2017 and held it in 6 quarters.
MPS Loria Financial Planners's ConocoPhillips position peaked at $211K in Q1 2026.
2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.