Simplicity Wealth’s ConocoPhillips COP Stock Holding History

Simplicity Wealth’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	$1.59M	Buy	12,048 +2,083	+21%	+$231K	0.09%	214
2025 Q4	$933K	Buy	9,965 +773	+8%	+$69.9K	0.06%	296
2025 Q3	$870K	Sell	9,192 -2,930	-24%	-$277K	0.05%	325
2025 Q2	$1.09M	Buy	12,122 +1,954	+19%	+$176K	0.05%	315
2025 Q1	$1.07M	Buy	+10,168	New	+$1.01M	0.08%	245
2024 Q4	–	Sell	-4,123	Closed	-$434K	–	372
2024 Q3	$434K	Sell	4,123 -34,274	-89%	-$3.76M	0.04%	320
2024 Q2	$4.39M	Buy	38,397 +5,117	+15%	+$621K	0.1%	203
2024 Q1	$4.24M	Buy	+33,280	New	+$3.8M	0.1%	207

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

Simplicity Wealth's COP Position: Q1 2026 in Review

Simplicity Wealth increased its ConocoPhillips (COP) stake by 21% in Q1 2026, buying an estimated $231K and bringing the position to 12,048 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #214.

Simplicity Wealth first reported a position in COP in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.39M in Q2 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Simplicity Wealth held 12,048 shares of ConocoPhillips worth $1.59M as of Q1 2026.
Simplicity Wealth bought 2,083 ConocoPhillips shares in Q1 2026, an estimated $231K.
ConocoPhillips made up 0.09% of Simplicity Wealth's portfolio in Q1 2026, its #214 holding.
Simplicity Wealth first reported a position in ConocoPhillips in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's ConocoPhillips position peaked at $4.39M in Q2 2024.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.