SS&H Financial Advisors’s ConocoPhillips COP Stock Holding History

SS&H 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
2025 Q4	$1.02M	Hold	10,913	–	–	0.3%	66
2025 Q3	$1.03M	Hold	10,913	–	–	0.31%	64
2025 Q2	$979K	Hold	10,913	–	–	0.33%	62
2025 Q1	$1.15M	Hold	10,913	–	–	0.43%	55
2024 Q4	$1.08M	Buy	10,913 +7,932	+266%	+$842K	0.39%	60
2024 Q3	$314K	Buy	2,981 +205	+7%	+$22.5K	0.11%	113
2024 Q2	$317K	Hold	2,776	–	–	0.12%	107
2024 Q1	$353K	Hold	2,776	–	–	0.15%	103
2023 Q4	$322K	Sell	2,776 -91	-3%	-$10.6K	0.14%	106
2023 Q3	$343K	Buy	+2,867	New	+$333K	0.16%	101
2023 Q1	$275K	Hold	2,776	–	–	0.13%	113
2022 Q4	$328K	Hold	2,776	–	–	0.16%	102
2022 Q3	$284K	Hold	2,776	–	–	0.15%	105
2022 Q2	$249K	Sell	2,776 -37	-1%	-$3.81K	0.12%	115
2022 Q1	$281K	Buy	+2,813	New	+$259K	0.11%	123

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SS&H Financial Advisors's COP Position: Q4 2025 in Review

SS&H Financial Advisors held its ConocoPhillips (COP) position steady in Q4 2025 at 10,913 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #66.

SS&H Financial Advisors first reported a position in COP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.15M in Q1 2025. 2,351 funds tracked by Wall St. Rank hold COP as of Q4 2025.

SS&H Financial Advisors held 10,913 shares of ConocoPhillips worth $1.02M as of Q4 2025.
SS&H Financial Advisors left its ConocoPhillips share count unchanged in Q4 2025.
ConocoPhillips made up 0.3% of SS&H Financial Advisors's portfolio in Q4 2025, its #66 holding.
SS&H Financial Advisors first reported a position in ConocoPhillips in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's ConocoPhillips position peaked at $1.15M in Q1 2025.
2,351 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.