Personal CFO Solutions’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.12M Buy
10,774
+369
+4% +$43.7K 0.16% 107
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

Personal CFO Solutions's COP Position: Q2 2026 in Review

Personal CFO Solutions increased its ConocoPhillips (COP) stake by 3.5% in Q2 2026, buying an estimated $43.7K and bringing the position to 10,774 shares worth $1.12M. The position accounts for 0.16% of the portfolio, ranked #107.

Personal CFO Solutions first reported a position in COP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Personal CFO Solutions held 10,774 shares of ConocoPhillips worth $1.12M as of Q2 2026.
  • Personal CFO Solutions bought 369 ConocoPhillips shares in Q2 2026, an estimated $43.7K.
  • ConocoPhillips made up 0.16% of Personal CFO Solutions's portfolio in Q2 2026, its #107 holding.
  • Personal CFO Solutions first reported a position in ConocoPhillips in Q4 2020 and has held it in 23 quarters since.
  • Personal CFO Solutions's ConocoPhillips position peaked at $1.37M in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.