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Shepherd Financial Partners’s ConocoPhillips COP Stock Holding History

Shepherd 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 		$652K Buy
6,268
+1,212
+24% +$144K 0.05% 150
2026
Q1 		$667K Buy
5,056
+23
+0.5% +$2.55K 0.06% 138
2025
Q4 		$471K Buy
5,033
+1,222
+32% +$111K 0.04% 163
2025
Q3 		$360K Sell
3,811
-2,410
-39% -$228K 0.03% 185
2025
Q2 		$558K Sell
6,221
-137
-2% -$12.3K 0.06% 149
2025
Q1 		$668K Buy
6,358
+73
+1% +$7.28K 0.08% 135
2024
Q4 		$623K Sell
6,285
-1,094
-15% -$116K 0.07% 128
2024
Q3 		$777K Sell
7,379
-64
-0.9% -$7.03K 0.09% 115
2024
Q2 		$851K Buy
7,443
+4
+0.1% +$486 0.11% 107
2024
Q1 		$947K Sell
7,439
-965
-11% -$110K 0.12% 101
2023
Q4 		$975K Sell
8,404
-6,048
-42% -$708K 0.14% 99
2023
Q3 		$1.73M Buy
14,452
+10,805
+296% +$1.25M 0.27% 62
2023
Q2 		$378K Sell
3,647
-5
-0.1% -$514 0.06% 146
2023
Q1 		$362K Buy
+3,652
New +$400K 0.06% 148

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

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

Shepherd Financial Partners increased its ConocoPhillips (COP) stake by 24% in Q2 2026, buying an estimated $144K and bringing the position to 6,268 shares worth $652K. The position accounts for 0.05% of the portfolio, ranked #150.

Shepherd Financial Partners first reported a position in COP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.73M in Q3 2023. 2,465 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Shepherd Financial Partners held 6,268 shares of ConocoPhillips worth $652K as of Q2 2026.
  • Shepherd Financial Partners bought 1,212 ConocoPhillips shares in Q2 2026, an estimated $144K.
  • ConocoPhillips made up 0.05% of Shepherd Financial Partners's portfolio in Q2 2026, its #150 holding.
  • Shepherd Financial Partners first reported a position in ConocoPhillips in Q1 2023 and has held it in 14 quarters since.
  • Shepherd Financial Partners's ConocoPhillips position peaked at $1.73M in Q3 2023.
  • 2,465 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.