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 Q3	$237K	Buy	+1,890	New	+$234K	0.06%	137
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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Planned Solutions's COP Position: Q3 2026 in Review

Planned Solutions opened a new position in ConocoPhillips (COP) in Q3 2026: 1,890 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings. This is a return to the name: Planned Solutions previously reported a position in COP as recently as Q1 2026.

Planned Solutions first reported a position in COP in Q3 2020 and has held it in 10 quarters since. The position peaked at $241K in Q1 2026. 473 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Planned Solutions held 1,890 shares of ConocoPhillips worth $237K as of Q3 2026.
ConocoPhillips was a new Planned Solutions position in Q3 2026.
ConocoPhillips made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #137 holding.
Planned Solutions first reported a position in ConocoPhillips in Q3 2020 and has held it in 10 quarters since.
Planned Solutions's ConocoPhillips position peaked at $241K in Q1 2026.
473 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.