Spartan Planning & Wealth Management’s ConocoPhillips COP Stock Holding History

Spartan Planning & Wealth 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 Q2	–	Sell	-2,713	Closed	-$358K	–	78
2026 Q1	$358K	Buy	+2,713	New	+$300K	0.26%	49
2023 Q4	$171K	Buy	1,470 +1,135	+339%	+$133K	0.18%	64
2023 Q3	$40.1K	Buy	+335	New	+$38.9K	0.05%	90
2022 Q4	$106K	Sell	901 -18	-2%	-$2.19K	0.13%	81
2022 Q3	$94K	Sell	919 -283	-24%	-$28.2K	0.12%	39
2022 Q2	$108K	Sell	1,202 -1,670	-58%	-$172K	0.14%	49
2022 Q1	$287K	Buy	+2,872	New	+$264K	0.36%	37

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Spartan Planning & Wealth Management's COP Position: Q2 2026 in Review

Spartan Planning & Wealth Management sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 2,713 shares — an estimated $358K sold.

Spartan Planning & Wealth Management first reported a position in COP in Q1 2022 and held it in 7 quarters. The position peaked at $358K in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Spartan Planning & Wealth Management reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 2,713 ConocoPhillips shares in Q2 2026, an estimated $358K.
Spartan Planning & Wealth Management first reported a position in ConocoPhillips in Q1 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's ConocoPhillips position peaked at $358K in Q1 2026.
2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.