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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Safeguard Investment Advisory Group's COP Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its ConocoPhillips (COP) stake by 1.5% in Q1 2026, selling an estimated $3.65K and leaving 2,148 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #101.

Safeguard Investment Advisory Group first reported a position in COP in Q4 2020 and has held it in 8 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Safeguard Investment Advisory Group held 2,148 shares of ConocoPhillips worth $284K as of Q1 2026.
Safeguard Investment Advisory Group sold 33 ConocoPhillips shares in Q1 2026, an estimated $3.65K.
ConocoPhillips made up 0.08% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #101 holding.
Safeguard Investment Advisory Group first reported a position in ConocoPhillips in Q4 2020 and has held it in 8 quarters since.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.