PP
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Prosperity Planning’s ConocoPhillips COP Stock Holding History

Prosperity Planning’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
-1,770
Closed -$234K – 118
2026
Q1 		$234K Buy
+1,770
New +$196K 0.06% 102

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Prosperity Planning's COP Position: Q2 2026 in Review

Prosperity Planning sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,770 shares — an estimated $234K sold.

Prosperity Planning first reported a position in COP in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 938 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Prosperity Planning reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Prosperity Planning sold 1,770 ConocoPhillips shares in Q2 2026, an estimated $234K.
  • Prosperity Planning first reported a position in ConocoPhillips in Q1 2026 and held it in 1 quarter.
  • Prosperity Planning's ConocoPhillips position peaked at $234K in Q1 2026.
  • 938 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.