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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
Q2 		$257K Sell
2,374
-13
-0.5% -$1.54K 0.19% 176
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 $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

Phillips Wealth Planners's COP Position: Q2 2026 in Review

Phillips Wealth Planners reduced its ConocoPhillips (COP) stake by 0.54% in Q2 2026, selling an estimated $1.54K and leaving 2,374 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #176.

Phillips Wealth Planners first reported a position in COP in Q3 2025 and has held it in 4 quarters since. The position peaked at $276K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Phillips Wealth Planners held 2,374 shares of ConocoPhillips worth $257K as of Q2 2026.
  • Phillips Wealth Planners sold 13 ConocoPhillips shares in Q2 2026, an estimated $1.54K.
  • ConocoPhillips made up 0.19% of Phillips Wealth Planners's portfolio in Q2 2026, its #176 holding.
  • Phillips Wealth Planners first reported a position in ConocoPhillips in Q3 2025 and has held it in 4 quarters since.
  • Phillips Wealth Planners's ConocoPhillips position peaked at $276K in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.