Plante Moran Financial Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $183K | Sell |
1,383
-700
| -34% | -$77.5K | 0.01% | 172 |
|
|
2025
Q4 | $195K | Buy |
2,083
+277
| +15% | +$25.1K | 0.01% | 173 |
|
|
2025
Q3 | $171K | Sell |
1,806
-25
| -1% | -$2.36K | 0.01% | 182 |
|
|
2025
Q2 | $164K | Buy |
1,831
+257
| +16% | +$23.1K | 0.01% | 181 |
|
|
2025
Q1 | $165K | Buy |
1,574
+6
| +0.4% | +$598 | 0.01% | 190 |
|
|
2024
Q4 | $156K | Sell |
1,568
-1,849
| -54% | -$196K | 0.01% | 203 |
|
|
2024
Q3 | $360K | Buy |
3,417
+5
| +0.1% | +$549 | 0.03% | 113 |
|
|
2024
Q2 | $390K | Sell |
3,412
-50
| -1% | -$6.07K | 0.04% | 100 |
|
|
2024
Q1 | $441K | Sell |
3,462
-94
| -3% | -$10.7K | 0.05% | 91 |
|
|
2023
Q4 | $413K | Buy |
3,556
+10
| +0.3% | +$1.17K | 0.04% | 95 |
|
|
2023
Q3 | $425K | Buy |
3,546
+490
| +16% | +$56.9K | 0.05% | 88 |
|
|
2023
Q2 | $317K | Buy |
3,056
+86
| +3% | +$8.84K | 0.04% | 110 |
|
|
2023
Q1 | $295K | Buy |
2,970
+65
| +2% | +$7.11K | 0.04% | 115 |
|
|
2022
Q4 | $343K | Sell |
2,905
-358
| -11% | -$43.5K | 0.05% | 105 |
|
|
2022
Q3 | $334K | Sell |
3,263
-1,278
| -28% | -$127K | 0.06% | 101 |
|
|
2022
Q2 | $408K | Buy |
4,541
+377
| +9% | +$38.8K | 0.07% | 88 |
|
|
2022
Q1 | $416K | Sell |
4,164
-495
| -11% | -$45.5K | 0.08% | 101 |
|
|
2021
Q4 | $336K | Buy |
4,659
+472
| +11% | +$34.4K | 0.06% | 127 |
|
|
2021
Q3 | $284K | Buy |
4,187
+332
| +9% | +$19.2K | 0.06% | 144 |
|
|
2021
Q2 | $235K | Sell |
3,855
-102
| -3% | -$5.68K | 0.06% | 155 |
|
|
2021
Q1 | $210K | Sell |
3,957
-280
| -7% | -$13.8K | 0.06% | 165 |
|
|
2020
Q4 | $169K | Sell |
4,237
-316
| -7% | -$11.6K | 0.05% | 190 |
|
|
2020
Q3 | $150K | Buy |
4,553
+131
| +3% | +$4.96K | 0.05% | 188 |
|
|
2020
Q2 | $186K | Buy |
4,422
+2
| +0% | +$81 | 0.07% | 135 |
|
|
2020
Q1 | $136K | Sell |
4,420
-576
| -12% | -$29.3K | 0.06% | 157 |
|
|
2019
Q4 | $325K | Buy |
4,996
+1,200
| +32% | +$70.6K | 0.11% | 112 |
|
|
2019
Q3 | $216K | Buy |
3,796
+311
| +9% | +$17.7K | 0.06% | 148 |
|
|
2019
Q2 | $213K | Buy |
3,485
+480
| +16% | +$29.9K | 0.07% | 139 |
|
|
2019
Q1 | $201K | Sell |
3,005
-512
| -15% | -$34.4K | 0.06% | 148 |
|
|
2018
Q4 | $219K | Sell |
3,517
-911
| -21% | -$62K | 0.08% | 130 |
|
|
2018
Q3 | $343K | Buy |
4,428
+253
| +6% | +$18.2K | 0.11% | 103 |
|
|
2018
Q2 | $291K | Sell |
4,175
-1,365
| -25% | -$90.9K | 0.15% | 114 |
|
|
2018
Q1 | $328K | Buy |
5,540
+2,199
| +66% | +$124K | 0.18% | 103 |
|
|
2017
Q4 | $183K | Buy |
3,341
+77
| +2% | +$3.96K | 0.1% | 150 |
|
|
2017
Q3 | $163K | Sell |
3,264
-199
| -6% | -$8.94K | 0.1% | 153 |
|
|
2017
Q2 | $152K | Sell |
3,463
-110
| -3% | -$5.13K | 0.1% | 148 |
|
|
2017
Q1 | $178K | Sell |
3,573
-506
| -12% | -$24.5K | 0.11% | 138 |
|
|
2016
Q4 | $205K | Buy |
4,079
+3,008
| +281% | +$139K | 0.13% | 119 |
|
|
2016
Q3 | $47K | Sell |
1,071
-125
| -10% | -$5.19K | 0.03% | 340 |
|
|
2016
Q2 | $52K | Hold |
1,196
| – | – | 0.04% | 273 |
|
|
2016
Q1 | $48K | Sell |
1,196
-1,956
| -62% | -$74.4K | 0.04% | 268 |
|
|
2015
Q4 | $147K | Buy |
3,152
+431
| +16% | +$22.5K | 0.11% | 140 |
|
|
2015
Q3 | $131K | Sell |
2,721
-253
| -9% | -$12.9K | 0.1% | 149 |
|
|
2015
Q2 | $183K | Buy |
2,974
+1,096
| +58% | +$71.4K | 0.13% | 120 |
|
|
2015
Q1 | $117K | Sell |
1,878
-494
| -21% | -$31.9K | 0.08% | 169 |
|
|
2014
Q4 | $164K | Sell |
2,372
-1
| -0% | -$70 | 0.12% | 123 |
|
|
2014
Q3 | $182K | Sell |
2,373
-226
| -9% | -$18.5K | 0.16% | 104 |
|
|
2014
Q2 | $223K | Buy |
2,599
+1,845
| +245% | +$144K | 0.2% | 81 |
|
|
2014
Q1 | $53K | Sell |
754
-2,559
| -77% | -$171K | 0.06% | 167 |
|
|
2013
Q4 | $234K | Buy |
3,313
+1,865
| +129% | +$134K | 0.13% | 79 |
|
|
2013
Q3 | $101K | Buy |
1,448
+79
| +6% | +$5.27K | 0.06% | 111 |
|
|
2013
Q2 | $83K | Buy |
+1,369
| New | +$83.2K | 0.06% | 120 |
|
Other funds holding COP
VCM
VPM
Plante Moran Financial Advisors's COP Position: Q1 2026 in Review
Plante Moran Financial Advisors reduced its ConocoPhillips (COP) stake by 34% in Q1 2026, selling an estimated $77.5K and leaving 1,383 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #172.
Plante Moran Financial Advisors first reported a position in COP in Q2 2013 and has held it in 52 quarters since. The position peaked at $441K in Q1 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.
- Plante Moran Financial Advisors held 1,383 shares of ConocoPhillips worth $183K as of Q1 2026.
- Plante Moran Financial Advisors sold 700 ConocoPhillips shares in Q1 2026, an estimated $77.5K.
- ConocoPhillips made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #172 holding.
- Plante Moran Financial Advisors first reported a position in ConocoPhillips in Q2 2013 and has held it in 52 quarters since.
- Plante Moran Financial Advisors's ConocoPhillips position peaked at $441K in Q1 2024.
- 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.