PCS
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Personal CFO Solutions’s ConocoPhillips COP Stock Holding History

Personal CFO Solutions’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 		$1.37M Sell
10,405
-821
-7% -$90.9K 0.19% 88
2025
Q4 		$1.05M Sell
11,226
-324
-3% -$29.3K 0.17% 117
2025
Q3 		$1.09M Buy
11,550
+242
+2% +$22.9K 0.19% 105
2025
Q2 		$1.01M Buy
11,308
+1,031
+10% +$92.8K 0.19% 105
2025
Q1 		$1.08M Buy
10,277
+1,535
+18% +$153K 0.22% 90
2024
Q4 		$867K Buy
8,742
+1,362
+18% +$145K 0.17% 116
2024
Q3 		$777K Buy
7,380
+50
+0.7% +$5.49K 0.11% 189
2024
Q2 		$838K Sell
7,330
-171
-2% -$20.8K 0.13% 154
2024
Q1 		$955K Buy
7,501
+158
+2% +$18K 0.15% 136
2023
Q4 		$852K Sell
7,343
-92
-1% -$10.8K 0.15% 148
2023
Q3 		$891K Buy
7,435
+270
+4% +$31.3K 0.18% 111
2023
Q2 		$742K Sell
7,165
-15
-0.2% -$1.54K 0.15% 135
2023
Q1 		$712K Buy
7,180
+98
+1% +$10.7K 0.15% 135
2022
Q4 		$836K Sell
7,082
-244
-3% -$29.7K 0.18% 110
2022
Q3 		$750K Buy
7,326
+6
+0.1% +$598 0.19% 103
2022
Q2 		$657K Buy
7,320
+273
+4% +$28.1K 0.15% 117
2022
Q1 		$705K Buy
7,047
+229
+3% +$21.1K 0.14% 139
2021
Q4 		$492K Buy
6,818
+225
+3% +$16.4K 0.09% 201
2021
Q3 		$447K Buy
6,593
+397
+6% +$22.9K 0.09% 202
2021
Q2 		$377K Buy
6,196
+666
+12% +$37.1K 0.08% 230
2021
Q1 		$293K Sell
5,530
-169
-3% -$8.33K 0.06% 263
2020
Q4 		$228K Buy
+5,699
New +$210K 0.06% 322

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Personal CFO Solutions's COP Position: Q1 2026 in Review

Personal CFO Solutions reduced its ConocoPhillips (COP) stake by 7.3% in Q1 2026, selling an estimated $90.9K and leaving 10,405 shares worth $1.37M. The position accounts for 0.19% of the portfolio, ranked #88.

Personal CFO Solutions first reported a position in COP in Q4 2020 and has held it in 22 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Personal CFO Solutions held 10,405 shares of ConocoPhillips worth $1.37M as of Q1 2026.
  • Personal CFO Solutions sold 821 ConocoPhillips shares in Q1 2026, an estimated $90.9K.
  • ConocoPhillips made up 0.19% of Personal CFO Solutions's portfolio in Q1 2026, its #88 holding.
  • Personal CFO Solutions first reported a position in ConocoPhillips in Q4 2020 and has held it in 22 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.