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Perryman Financial Advisory’s ConocoPhillips COP Stock Holding History

Perryman Financial Advisory’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 		$5.6M Buy
53,848
+1,432
+3% +$170K 0.75% 39
2026
Q1 		$6.92M Buy
52,416
+385
+0.7% +$42.6K 1.04% 32
2025
Q4 		$4.87M Buy
+52,031
New +$4.71M 0.71% 38

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Perryman Financial Advisory's COP Position: Q2 2026 in Review

Perryman Financial Advisory increased its ConocoPhillips (COP) stake by 2.7% in Q2 2026, buying an estimated $170K and bringing the position to 53,848 shares worth $5.6M. The position accounts for 0.75% of the portfolio, ranked #39.

Perryman Financial Advisory first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.92M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Perryman Financial Advisory held 53,848 shares of ConocoPhillips worth $5.6M as of Q2 2026.
  • Perryman Financial Advisory bought 1,432 ConocoPhillips shares in Q2 2026, an estimated $170K.
  • ConocoPhillips made up 0.75% of Perryman Financial Advisory's portfolio in Q2 2026, its #39 holding.
  • Perryman Financial Advisory first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's ConocoPhillips position peaked at $6.92M in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.