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Souders Financial Advisors’s ConocoPhillips COP Stock Holding History

Souders Financial Advisors’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 		$403K Sell
3,881
-750
-16% -$88.9K 0.04% 162
2026
Q1 		$611K Buy
4,631
+373
+9% +$41.3K 0.07% 126
2025
Q4 		$399K Sell
4,258
-868
-17% -$78.5K 0.05% 155
2025
Q3 		$485K Buy
5,126
+1,459
+40% +$138K 0.06% 135
2025
Q2 		$329K Buy
3,667
+724
+25% +$65.1K 0.04% 160
2025
Q1 		$309K Buy
2,943
+765
+35% +$76.3K 0.04% 154
2024
Q4 		$216K Buy
2,178
+25
+1% +$2.65K 0.03% 172
2024
Q3 		$227K Sell
2,153
-30,396
-93% -$3.34M 0.03% 164
2024
Q2 		$3.72M Sell
32,549
-854
-3% -$104K 0.56% 48
2024
Q1 		$4.25M Buy
33,403
+880
+3% +$100K 0.67% 40
2023
Q4 		$3.78M Buy
32,523
+44
+0.1% +$5.15K 0.65% 43
2023
Q3 		$3.89M Buy
32,479
+4,647
+17% +$540K 0.75% 40
2023
Q2 		$2.88M Sell
27,832
-1,501
-5% -$154K 0.55% 56
2023
Q1 		$2.91M Buy
29,333
+187
+0.6% +$20.5K 0.62% 56
2022
Q4 		$3.44M Sell
29,146
-467
-2% -$56.8K 0.79% 37
2022
Q3 		$3.03M Buy
29,613
+626
+2% +$62.4K 0.82% 36
2022
Q2 		$2.6M Sell
28,987
-15,750
-35% -$1.62M 0.75% 41
2022
Q1 		$4.47M Sell
44,737
-799
-2% -$73.5K 1.29% 18
2021
Q4 		$3.29M Sell
45,536
-655
-1% -$47.7K 0.94% 33
2021
Q3 		$3.13M Sell
46,191
-6,486
-12% -$374K 1.01% 31
2021
Q2 		$3.21M Buy
52,677
+45,888
+676% +$2.56M 1.08% 28
2021
Q1 		$360K Sell
6,789
-2,711
-29% -$134K 0.14% 98
2020
Q4 		$380K Buy
+9,500
New +$350K 0.17% 87

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

Souders Financial Advisors's COP Position: Q2 2026 in Review

Souders Financial Advisors reduced its ConocoPhillips (COP) stake by 16% in Q2 2026, selling an estimated $88.9K and leaving 3,881 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #162.

Souders Financial Advisors first reported a position in COP in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.47M in Q1 2022. 2,467 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Souders Financial Advisors held 3,881 shares of ConocoPhillips worth $403K as of Q2 2026.
  • Souders Financial Advisors sold 750 ConocoPhillips shares in Q2 2026, an estimated $88.9K.
  • ConocoPhillips made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Souders Financial Advisors first reported a position in ConocoPhillips in Q4 2020 and has held it in 23 quarters since.
  • Souders Financial Advisors's ConocoPhillips position peaked at $4.47M in Q1 2022.
  • 2,467 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.