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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Souders Financial Advisors's COP Position: Q1 2026 in Review

Souders Financial Advisors increased its ConocoPhillips (COP) stake by 8.8% in Q1 2026, buying an estimated $41.3K and bringing the position to 4,631 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #126.

Souders Financial Advisors first reported a position in COP in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.47M in Q1 2022. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Souders Financial Advisors held 4,631 shares of ConocoPhillips worth $611K as of Q1 2026.
  • Souders Financial Advisors bought 373 ConocoPhillips shares in Q1 2026, an estimated $41.3K.
  • ConocoPhillips made up 0.07% of Souders Financial Advisors's portfolio in Q1 2026, its #126 holding.
  • Souders Financial Advisors first reported a position in ConocoPhillips in Q4 2020 and has held it in 22 quarters since.
  • Souders Financial Advisors's ConocoPhillips position peaked at $4.47M in Q1 2022.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.