PFM
COP icon

Phillips Financial Management’s ConocoPhillips COP Stock Holding History

Phillips Financial Management’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 		– Sell
-2,158
Closed -$285K – 295
2026
Q1 		$285K Buy
+2,158
New +$239K 0.02% 166
2025
Q4 		– Sell
-2,569
Closed -$243K – 309
2025
Q3 		$243K Buy
+2,569
New +$243K 0.02% 187

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 $3.37T AUM 44.26% 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

Phillips Financial Management's COP Position: Q2 2026 in Review

Phillips Financial Management sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,158 shares — an estimated $285K sold.

Phillips Financial Management first reported a position in COP in Q3 2025 and held it in 2 quarters. The position peaked at $285K in Q1 2026. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Phillips Financial Management reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 2,158 ConocoPhillips shares in Q2 2026, an estimated $285K.
  • Phillips Financial Management first reported a position in ConocoPhillips in Q3 2025 and held it in 2 quarters.
  • Phillips Financial Management's ConocoPhillips position peaked at $285K in Q1 2026.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.