Shepherd Financial Partners
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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
Q3 		$1.06M Buy
8,498
+2,230
+36% +$276K 0.09% 118
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Shepherd Financial Partners's COP Position: Q3 2026 in Review

Shepherd Financial Partners increased its ConocoPhillips (COP) stake by 36% in Q3 2026, buying an estimated $276K and bringing the position to 8,498 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #118.

Shepherd Financial Partners first reported a position in COP in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.73M in Q3 2023. 2,265 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Shepherd Financial Partners held 8,498 shares of ConocoPhillips worth $1.06M as of Q3 2026.
  • Shepherd Financial Partners bought 2,230 ConocoPhillips shares in Q3 2026, an estimated $276K.
  • ConocoPhillips made up 0.09% of Shepherd Financial Partners's portfolio in Q3 2026, its #118 holding.
  • Shepherd Financial Partners first reported a position in ConocoPhillips in Q1 2023 and has held it in 15 quarters since.
  • Shepherd Financial Partners's ConocoPhillips position peaked at $1.73M in Q3 2023.
  • 2,265 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.