SDAM
COP icon

Shulman DeMeo Asset Management’s ConocoPhillips COP Stock Holding History

Shulman DeMeo Asset Management’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 		$418K Sell
3,252
-53
-2% -$6.57K 0.08% 83
2026
Q2 		$344K Sell
3,305
-33
-1% -$3.91K 0.06% 98
2026
Q1 		$441K Hold
3,338
– – 0.09% 77
2025
Q4 		$313K Buy
3,338
+16
+0.5% +$1.45K 0.07% 88
2025
Q3 		$314K Buy
3,322
+4
+0.1% +$378 0.07% 90
2025
Q2 		$298K Buy
3,318
+16
+0.5% +$1.44K 0.07% 92
2025
Q1 		$347K Buy
3,302
+13
+0.4% +$1.3K 0.1% 81
2024
Q4 		$326K Sell
3,289
-119
-3% -$12.6K 0.09% 86
2024
Q3 		$359K Sell
3,408
-30
-0.9% -$3.29K 0.09% 90
2024
Q2 		$393K Sell
3,438
-27
-0.8% -$3.28K 0.1% 83
2024
Q1 		$441K Sell
3,465
-316
-8% -$36K 0.12% 79
2023
Q4 		$439K Sell
3,781
-231
-6% -$27K 0.12% 72
2023
Q3 		$481K Sell
4,012
-679
-14% -$78.8K 0.16% 56
2023
Q2 		$486K Sell
4,691
-714
-13% -$73.4K 0.15% 60
2023
Q1 		$536K Buy
5,405
+9
+0.2% +$985 0.17% 56
2022
Q4 		$637K Sell
5,396
-229
-4% -$27.8K 0.21% 48
2022
Q3 		$576K Sell
5,625
-71
-1% -$7.08K 0.2% 49
2022
Q2 		$512K Sell
5,696
-3
-0.1% -$309 0.17% 59
2022
Q1 		$570K Buy
5,699
+14
+0.2% +$1.29K 0.16% 62
2021
Q4 		$410K Buy
+5,685
New +$414K 0.11% 92
2021
Q3 		– Sell
-5,657
Closed -$345K – 94
2021
Q2 		$345K Sell
5,657
-71
-1% -$3.96K 0.13% 46
2021
Q1 		$303K Buy
5,728
+527
+10% +$26K 0.08% 106
2020
Q4 		$208K Sell
5,201
-1,162
-18% -$42.8K 0.06% 129
2020
Q3 		$209K Sell
6,363
-825
-11% -$31.3K 0.07% 107
2020
Q2 		$302K Buy
7,188
+44
+0.6% +$1.78K 0.12% 82
2020
Q1 		$220K Sell
7,144
-1,000
-12% -$50.9K 0.1% 82
2019
Q4 		$530K Buy
8,144
+617
+8% +$36.3K 0.18% 59
2019
Q3 		$429K Sell
7,527
-42
-0.6% -$2.39K 0.14% 72
2019
Q2 		$462K Buy
7,569
+17
+0.2% +$1.06K 0.17% 61
2019
Q1 		$504K Sell
7,552
-225
-3% -$15.1K 0.19% 51
2018
Q4 		$485K Buy
+7,777
New +$529K 0.27% 32

Other funds holding COP

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Shulman DeMeo Asset Management's COP Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its ConocoPhillips (COP) stake by 1.6% in Q3 2026, selling an estimated $6.57K and leaving 3,252 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #83.

Shulman DeMeo Asset Management first reported a position in COP in Q4 2018 and has held it in 31 quarters since. The position peaked at $637K in Q4 2022. 134 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Shulman DeMeo Asset Management held 3,252 shares of ConocoPhillips worth $418K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 53 ConocoPhillips shares in Q3 2026, an estimated $6.57K.
  • ConocoPhillips made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #83 holding.
  • Shulman DeMeo Asset Management first reported a position in ConocoPhillips in Q4 2018 and has held it in 31 quarters since.
  • Shulman DeMeo Asset Management's ConocoPhillips position peaked at $637K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.