Safeguard Investment Advisory Group’s ConocoPhillips COP Stock Holding History

Safeguard Investment Advisory Group’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	$430K	Buy	4,136 +1,988	+93%	+$236K	0.1%	98
2026 Q1	$284K	Sell	2,148 -33	-2%	-$3.65K	0.08%	101
2025 Q4	$204K	Sell	2,181 -95	-4%	-$8.59K	0.05%	138
2025 Q3	$215K	Sell	2,276 -1	-0%	-$95	0.05%	135
2025 Q2	$204K	Buy	2,277 +173	+8%	+$15.6K	0.05%	136
2025 Q1	$221K	Buy	+2,104	New	+$210K	0.06%	124
2024 Q4	–	Sell	-2,075	Closed	-$219K	–	118
2024 Q3	$219K	Sell	2,075 -30	-1%	-$3.29K	0.06%	102
2024 Q2	$241K	Buy	+2,105	New	+$256K	0.07%	91
2021 Q1	–	Sell	-1,069	Closed	-$42K	–	197
2020 Q4	$42K	Buy	+1,069	New	+$39.4K	0.04%	217

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Safeguard Investment Advisory Group's COP Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its ConocoPhillips (COP) stake by 93% in Q2 2026, buying an estimated $236K and bringing the position to 4,136 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #98.

Safeguard Investment Advisory Group first reported a position in COP in Q4 2020 and has held it in 9 quarters since. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Safeguard Investment Advisory Group held 4,136 shares of ConocoPhillips worth $430K as of Q2 2026.
Safeguard Investment Advisory Group bought 1,988 ConocoPhillips shares in Q2 2026, an estimated $236K.
ConocoPhillips made up 0.1% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #98 holding.
Safeguard Investment Advisory Group first reported a position in ConocoPhillips in Q4 2020 and has held it in 9 quarters since.
2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.