Planned Solutions’s ConocoPhillips COP Stock Holding History

Planned 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 Q2	–	Sell	-1,826	Closed	-$241K	–	158
2026 Q1	$241K	Buy	+1,826	New	+$202K	0.08%	124
2024 Q4	–	Sell	-1,786	Closed	-$188K	–	214
2024 Q3	$188K	Hold	1,786	–	–	0.08%	121
2024 Q2	$204K	Hold	1,786	–	–	0.1%	97
2024 Q1	$227K	Hold	1,786	–	–	0.11%	82
2023 Q4	$207K	Hold	1,786	–	–	0.1%	81
2023 Q3	$214K	Buy	+1,786	New	+$207K	0.13%	71
2023 Q1	–	Sell	-1,741	Closed	-$205K	–	80
2022 Q4	$205K	Buy	+1,741	New	+$212K	0.15%	72
2021 Q1	–	Sell	-1,200	Closed	-$48K	–	129
2020 Q4	$48K	Hold	1,200	–	–	0.04%	205
2020 Q3	$39K	Buy	+1,200	New	+$45.5K	0.04%	176

Other funds holding COP

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Planned Solutions's COP Position: Q2 2026 in Review

Planned Solutions sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,826 shares — an estimated $241K sold.

Planned Solutions first reported a position in COP in Q3 2020 and held it in 9 quarters. The position peaked at $241K in Q1 2026. 421 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Planned Solutions reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Planned Solutions sold 1,826 ConocoPhillips shares in Q2 2026, an estimated $241K.
Planned Solutions first reported a position in ConocoPhillips in Q3 2020 and held it in 9 quarters.
Planned Solutions's ConocoPhillips position peaked at $241K in Q1 2026.
421 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.