Richards, Merrill & Peterson’s ConocoPhillips COP Stock Holding History

Richards, Merrill & Peterson’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	$498K	Buy	3,976 +1	+0%	+$124	0.15%	124
2026 Q2	$413K	Sell	3,975 -249	-6%	-$29.5K	0.13%	134
2026 Q1	$558K	Sell	4,224 -513	-11%	-$56.8K	0.2%	105
2025 Q4	$443K	Sell	4,737 -4,449	-48%	-$402K	0.17%	123
2025 Q3	$869K	Buy	9,186 +1,540	+20%	+$146K	0.38%	78
2025 Q2	$686K	Sell	7,646 -344	-4%	-$31K	0.33%	81
2025 Q1	$839K	Buy	7,990 +1,354	+20%	+$135K	0.44%	65
2024 Q4	$658K	Buy	+6,636	New	+$705K	0.34%	74

Other funds holding COP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 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

Richards, Merrill & Peterson's COP Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its ConocoPhillips (COP) stake by 0.03% in Q3 2026, buying an estimated $124 and bringing the position to 3,976 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #124.

Richards, Merrill & Peterson first reported a position in COP in Q4 2024 and has held it in 8 quarters since. The position peaked at $869K in Q3 2025. 1,366 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Richards, Merrill & Peterson held 3,976 shares of ConocoPhillips worth $498K as of Q3 2026.
Richards, Merrill & Peterson bought 1 ConocoPhillips share in Q3 2026, an estimated $124.
ConocoPhillips made up 0.15% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #124 holding.
Richards, Merrill & Peterson first reported a position in ConocoPhillips in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's ConocoPhillips position peaked at $869K in Q3 2025.
1,366 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.