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Sharp Financial Services’s ConocoPhillips COP Stock Holding History

Sharp Financial Services’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
2025
Q1 		– Sell
-2,500
Closed -$248K – 92
2024
Q4 		$248K Buy
2,500
+50
+2% +$5.31K 0.19% 84
2024
Q3 		$258K Sell
2,450
-104
-4% -$11.4K 0.2% 80
2024
Q2 		$292K Sell
2,554
-96
-4% -$11.7K 0.25% 75
2024
Q1 		$337K Sell
2,650
-500
-16% -$57K 0.31% 68
2023
Q4 		$366K Buy
+3,150
New +$369K 0.4% 55

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sharp Financial Services's COP Position: Q1 2025 in Review

Sharp Financial Services sold out of ConocoPhillips (COP) in Q1 2025, closing a stake of 2,500 shares — an estimated $248K sold.

Sharp Financial Services first reported a position in COP in Q4 2023 and held it in 5 quarters. The position peaked at $366K in Q4 2023. 2,395 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • Sharp Financial Services reported no remaining ConocoPhillips position as of Q1 2025 after selling out during the quarter.
  • Sharp Financial Services sold 2,500 ConocoPhillips shares in Q1 2025, an estimated $248K.
  • Sharp Financial Services first reported a position in ConocoPhillips in Q4 2023 and held it in 5 quarters.
  • Sharp Financial Services's ConocoPhillips position peaked at $366K in Q4 2023.
  • 2,395 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.