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Phillips Wealth Planners’s ConocoPhillips COP Stock Holding History

Phillips Wealth Planners’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 		$276K Buy
2,387
+71
+3% +$7.86K 0.21% 167
2025
Q4 		$225K Buy
2,316
+125
+6% +$11.3K 0.18% 177
2025
Q3 		$208K Buy
+2,191
New +$207K 0.17% 194

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

Phillips Wealth Planners's COP Position: Q1 2026 in Review

Phillips Wealth Planners increased its ConocoPhillips (COP) stake by 3.1% in Q1 2026, buying an estimated $7.86K and bringing the position to 2,387 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #167.

Phillips Wealth Planners first reported a position in COP in Q3 2025 and has held it in 3 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Phillips Wealth Planners held 2,387 shares of ConocoPhillips worth $276K as of Q1 2026.
  • Phillips Wealth Planners bought 71 ConocoPhillips shares in Q1 2026, an estimated $7.86K.
  • ConocoPhillips made up 0.21% of Phillips Wealth Planners's portfolio in Q1 2026, its #167 holding.
  • Phillips Wealth Planners first reported a position in ConocoPhillips in Q3 2025 and has held it in 3 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.