Plato Investment Management’s ConocoPhillips COP Stock Holding History

Plato Investment Management’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	$2.05M	Sell	15,511 -9,073	-37%	-$1M	0.14%	158
2025 Q4	$2.31M	Sell	24,584 -1,303	-5%	-$118K	0.15%	139
2025 Q3	$2.43M	Hold	25,887	–	–	0.16%	130
2025 Q2	$2.31M	Sell	25,887 -732	-3%	-$65.9K	0.17%	129
2025 Q1	$2.83M	Hold	26,619	–	–	0.24%	99
2024 Q4	$2.65M	Hold	26,619	–	–	0.19%	115
2024 Q3	$2.8M	Buy	26,619 +4,134	+18%	+$454K	0.23%	112
2024 Q2	$2.57M	Buy	22,485 +11,145	+98%	+$1.35M	0.24%	97
2024 Q1	$1.44M	Buy	11,340 +10,440	+1,160%	+$1.19M	0.15%	163
2023 Q4	$104K	Buy	+900	New	+$105K	0.13%	154

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Plato Investment Management's COP Position: Q1 2026 in Review

Plato Investment Management reduced its ConocoPhillips (COP) stake by 37% in Q1 2026, selling an estimated $1M and leaving 15,511 shares worth $2.05M. The position accounts for 0.14% of the portfolio, ranked #158.

Plato Investment Management first reported a position in COP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.83M in Q1 2025. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Plato Investment Management held 15,511 shares of ConocoPhillips worth $2.05M as of Q1 2026.
Plato Investment Management sold 9,073 ConocoPhillips shares in Q1 2026, an estimated $1M.
ConocoPhillips made up 0.14% of Plato Investment Management's portfolio in Q1 2026, its #158 holding.
Plato Investment Management first reported a position in ConocoPhillips in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's ConocoPhillips position peaked at $2.83M in Q1 2025.
2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.