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Resurgent Financial Advisors’s ConocoPhillips COP Stock Holding History

Resurgent Financial Advisors’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 		$2.83M Sell
21,460
-1,186
-5% -$131K 1.02% 22
2025
Q4 		$2.12M Sell
22,646
-748
-3% -$67.7K 1.06% 17
2025
Q3 		$2.21M Buy
23,394
+254
+1% +$24K 1.09% 17
2025
Q2 		$2.08M Buy
23,140
+1,074
+5% +$96.6K 1.14% 16
2025
Q1 		$2.32M Buy
22,066
+433
+2% +$43.2K 1.39% 14
2024
Q4 		$2.15M Buy
21,633
+367
+2% +$39K 1.26% 16
2024
Q3 		$2.24M Buy
21,266
+805
+4% +$88.4K 1.31% 17
2024
Q2 		$2.34M Buy
20,461
+1,706
+9% +$207K 1.45% 14
2024
Q1 		$2.39M Buy
18,755
+614
+3% +$70K 1.27% 17
2023
Q4 		$2.11M Buy
18,141
+355
+2% +$41.5K 1.29% 13
2023
Q3 		$2.13M Buy
17,786
+139
+0.8% +$16.1K 1.45% 10
2023
Q2 		$1.83M Buy
17,647
+1,131
+7% +$116K 1.21% 16
2023
Q1 		$1.64M Buy
16,516
+521
+3% +$57K 1.09% 17
2022
Q4 		$1.89M Buy
15,995
+942
+6% +$115K 1% 17
2022
Q3 		$1.54M Hold
15,053
– – 1.03% 21
2022
Q2 		$1.35M Sell
15,053
-2,938
-16% -$303K 0.87% 31
2022
Q1 		$1.8M Sell
17,991
-3,966
-18% -$365K 1.12% 18
2021
Q4 		$1.58M Buy
+21,957
New +$1.6M 1.26% 16

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Resurgent Financial Advisors's COP Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its ConocoPhillips (COP) stake by 5.2% in Q1 2026, selling an estimated $131K and leaving 21,460 shares worth $2.83M. The position accounts for 1.02% of the portfolio, ranked #22.

Resurgent Financial Advisors first reported a position in COP in Q4 2021 and has held it in 18 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Resurgent Financial Advisors held 21,460 shares of ConocoPhillips worth $2.83M as of Q1 2026.
  • Resurgent Financial Advisors sold 1,186 ConocoPhillips shares in Q1 2026, an estimated $131K.
  • ConocoPhillips made up 1.02% of Resurgent Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Resurgent Financial Advisors first reported a position in ConocoPhillips in Q4 2021 and has held it in 18 quarters since.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.