PRP
COP icon

Peak Retirement Planning’s ConocoPhillips COP Stock Holding History

Peak Retirement Planning’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
Q3 		– Sell
-15,113
Closed -$1.36M – 129
2025
Q2 		$1.36M Buy
15,113
+4,648
+44% +$418K 0.55% 52
2025
Q1 		$1.1M Sell
10,465
-767
-7% -$76.5K 0.61% 37
2024
Q4 		$1.11M Buy
+11,232
New +$1.19M 0.75% 27

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Peak Retirement Planning's COP Position: Q3 2025 in Review

Peak Retirement Planning sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 15,113 shares — an estimated $1.36M sold.

Peak Retirement Planning first reported a position in COP in Q4 2024 and held it in 3 quarters. The position peaked at $1.36M in Q2 2025. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • Peak Retirement Planning reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 15,113 ConocoPhillips shares in Q3 2025, an estimated $1.36M.
  • Peak Retirement Planning first reported a position in ConocoPhillips in Q4 2024 and held it in 3 quarters.
  • Peak Retirement Planning's ConocoPhillips position peaked at $1.36M in Q2 2025.
  • 2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Peak Retirement Planning's 13F filing for Q3 2025, filed 4 Nov 2025.