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 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 $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

Spartan Planning & Wealth Management's COP Position: Q1 2026 in Review

Spartan Planning & Wealth Management opened a new position in ConocoPhillips (COP) in Q1 2026: 2,713 shares worth $358K. The stake represents 0.26% of the portfolio and ranks #49 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in COP as recently as Q4 2023.

Spartan Planning & Wealth Management first reported a position in COP in Q1 2022 and has held it in 7 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Spartan Planning & Wealth Management held 2,713 shares of ConocoPhillips worth $358K as of Q1 2026.
ConocoPhillips was a new Spartan Planning & Wealth Management position in Q1 2026.
ConocoPhillips made up 0.26% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #49 holding.
Spartan Planning & Wealth Management first reported a position in ConocoPhillips in Q1 2022 and has held it in 7 quarters since.
2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.