Root Financial Partners
COP icon

Root Financial Partners’s ConocoPhillips COP Stock Holding History

Root Financial Partners’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 		$339K Buy
2,708
+183
+7% +$22.7K 0.01% 295
2026
Q2 		$263K Buy
2,525
+249
+11% +$29.5K 0.01% 316
2026
Q1 		$300K Buy
2,276
+304
+15% +$33.7K 0.01% 248
2025
Q4 		$185K Buy
1,972
+18
+0.9% +$1.63K 0.01% 317
2025
Q3 		$185K Buy
+1,954
New +$185K 0.01% 298

Other funds holding COP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's COP Position: Q3 2026 in Review

Root Financial Partners increased its ConocoPhillips (COP) stake by 7.2% in Q3 2026, buying an estimated $22.7K and bringing the position to 2,708 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #295.

Root Financial Partners first reported a position in COP in Q3 2025 and has held it in 5 quarters since. 2,265 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Root Financial Partners held 2,708 shares of ConocoPhillips worth $339K as of Q3 2026.
  • Root Financial Partners bought 183 ConocoPhillips shares in Q3 2026, an estimated $22.7K.
  • ConocoPhillips made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #295 holding.
  • Root Financial Partners first reported a position in ConocoPhillips in Q3 2025 and has held it in 5 quarters since.
  • 2,265 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.