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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Root Financial Partners's COP Position: Q2 2026 in Review

Root Financial Partners increased its ConocoPhillips (COP) stake by 11% in Q2 2026, buying an estimated $29.5K and bringing the position to 2,525 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #316.

Root Financial Partners first reported a position in COP in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q1 2026. 2,467 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Root Financial Partners held 2,525 shares of ConocoPhillips worth $263K as of Q2 2026.
  • Root Financial Partners bought 249 ConocoPhillips shares in Q2 2026, an estimated $29.5K.
  • ConocoPhillips made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #316 holding.
  • Root Financial Partners first reported a position in ConocoPhillips in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's ConocoPhillips position peaked at $300K in Q1 2026.
  • 2,467 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.