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Peak Planning Group’s ConocoPhillips COP Stock Holding History

Peak Planning Group’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
2025
Q2 		– Sell
-2,400
Closed -$252K – 97
2025
Q1 		$252K Sell
2,400
-17
-0.7% -$1.7K 0.11% 101
2024
Q4 		$240K Buy
2,417
+22
+0.9% +$2.34K 0.1% 104
2024
Q3 		$252K Buy
2,395
+150
+7% +$16.5K 0.11% 97
2024
Q2 		$257K Sell
2,245
-23
-1% -$2.79K 0.13% 89
2024
Q1 		$289K Sell
2,268
-23
-1% -$2.62K 0.18% 61
2023
Q4 		$266K Sell
2,291
-6
-0.3% -$702 0.19% 62
2023
Q3 		$275K Sell
2,297
-256
-10% -$29.7K 0.22% 66
2023
Q2 		$265K Sell
2,553
-40
-2% -$4.11K 0.2% 73
2023
Q1 		$257K Sell
2,593
-52
-2% -$5.69K 0.21% 73
2022
Q4 		$312K Sell
2,645
-36
-1% -$4.38K 0.27% 65
2022
Q3 		$274K Buy
2,681
+9
+0.3% +$898 0.25% 68
2022
Q2 		$240K Buy
+2,672
New +$275K 0.2% 67

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Peak Planning Group's COP Position: Q2 2025 in Review

Peak Planning Group sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 2,400 shares — an estimated $252K sold.

Peak Planning Group first reported a position in COP in Q2 2022 and held it in 12 quarters. The position peaked at $312K in Q4 2022. 2,290 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Peak Planning Group reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
  • Peak Planning Group sold 2,400 ConocoPhillips shares in Q2 2025, an estimated $252K.
  • Peak Planning Group first reported a position in ConocoPhillips in Q2 2022 and held it in 12 quarters.
  • Peak Planning Group's ConocoPhillips position peaked at $312K in Q4 2022.
  • 2,290 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.