Sonora Investment Management Group’s ConocoPhillips COP Stock Holding History

Sonora Investment Management Group’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 Q3	$900K	Buy	9,510 +9	+0.1%	+$851	0.06%	134
2025 Q2	$853K	Buy	9,501 +1	+0%	+$90	0.06%	140
2025 Q1	$998K	Sell	9,500 -271	-3%	-$27K	0.08%	128
2024 Q4	$969K	Buy	9,771 +3,649	+60%	+$387K	0.07%	134
2024 Q3	$645K	Sell	6,122 -128	-2%	-$14.1K	0.05%	155
2024 Q2	$796K	Hold	6,250	–	–	0.06%	146
2024 Q1	$796K	Sell	6,250 -909	-13%	-$104K	0.06%	146
2023 Q4	$831K	Sell	7,159 -1,392	-16%	-$163K	0.07%	140
2023 Q3	$1.02M	Buy	8,551 +4,852	+131%	+$563K	0.09%	136
2023 Q2	$383K	Buy	3,699 +360	+11%	+$37K	0.03%	180
2023 Q1	$331K	Buy	3,339 +1,222	+58%	+$134K	0.03%	199
2022 Q4	$250K	Buy	+2,117	New	+$257K	0.02%	227
2022 Q2	–	Sell	-2,194	Closed	-$220K	–	248
2022 Q1	$220K	Buy	+2,194	New	+$202K	0.02%	195

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sonora Investment Management Group's COP Position: Q3 2025 in Review

Sonora Investment Management Group increased its ConocoPhillips (COP) stake by 0.09% in Q3 2025, buying an estimated $851 and bringing the position to 9,510 shares worth $900K. The position accounts for 0.06% of the portfolio, ranked #134.

Sonora Investment Management Group first reported a position in COP in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2023. 2,282 funds tracked by Wall St. Rank hold COP as of Q3 2025.

Sonora Investment Management Group held 9,510 shares of ConocoPhillips worth $900K as of Q3 2025.
Sonora Investment Management Group bought 9 ConocoPhillips shares in Q3 2025, an estimated $851.
ConocoPhillips made up 0.06% of Sonora Investment Management Group's portfolio in Q3 2025, its #134 holding.
Sonora Investment Management Group first reported a position in ConocoPhillips in Q1 2022 and has held it in 13 quarters since.
Sonora Investment Management Group's ConocoPhillips position peaked at $1.02M in Q3 2023.
2,282 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.