Stack Financial Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.9M Sell
180,848
-345
-0.2% -$38.2K 1.75% 23
2025
Q4
$17M Sell
181,193
-4,275
-2% -$387K 1.29% 32
2025
Q3
$17.5M Buy
185,468
+707
+0.4% +$66.8K 1.46% 28
2025
Q2
$16.6M Sell
184,761
-1,032
-0.6% -$92.9K 1.46% 29
2025
Q1
$19.5M Sell
185,793
-1,921
-1% -$192K 1.63% 26
2024
Q4
$18.6M Sell
187,714
-1,875
-1% -$199K 1.7% 25
2024
Q3
$20M Buy
189,589
+3,522
+2% +$387K 1.79% 25
2024
Q2
$21.3M Buy
186,067
+564
+0.3% +$68.5K 1.97% 20
2024
Q1
$23.6M Sell
185,503
-914
-0.5% -$104K 2.17% 17
2023
Q4
$21.6M Sell
186,417
-4,070
-2% -$476K 2.44% 14
2023
Q3
$22.8M Buy
190,487
+521
+0.3% +$60.5K 2.66% 12
2023
Q2
$19.7M Buy
189,966
+2,287
+1% +$235K 2.2% 19
2023
Q1
$18.6M Sell
187,679
-138,135
-42% -$15.1M 2.26% 21
2022
Q4
$38.4M Buy
325,814
+2,276
+0.7% +$277K 3.87% 5
2022
Q3
$33.1M Buy
323,538
+5,180
+2% +$517K 3.47% 7
2022
Q2
$28.6M Sell
318,358
-81,588
-20% -$8.41M 2.84% 10
2022
Q1
$40M Sell
399,946
-4,380
-1% -$403K 3.22% 8
2021
Q4
$29.2M Sell
404,326
-3,628
-0.9% -$264K 2.52% 12
2021
Q3
$27.6M Buy
407,954
+69
+0% +$3.98K 2.64% 12
2021
Q2
$24.8M Buy
407,885
+3,305
+0.8% +$184K 2.13% 15
2021
Q1
$21.4M Buy
404,580
+193,367
+92% +$9.53M 1.81% 19
2020
Q4
$8.45M Buy
211,213
+2,601
+1% +$95.9K 0.74% 48
2020
Q3
$6.85M Buy
208,612
+1,804
+0.9% +$68.4K 0.69% 45
2020
Q2
$8.69M Sell
206,808
-1,829
-0.9% -$74K 0.99% 39
2020
Q1
$6.43M Sell
208,637
-1,173
-0.6% -$59.7K 1.01% 36
2019
Q4
$13.6M Buy
209,810
+4,248
+2% +$250K 1.47% 29
2019
Q3
$11.7M Buy
205,562
+4,810
+2% +$274K 1.39% 32
2019
Q2
$12.2M Buy
200,752
+913
+0.5% +$56.8K 1.37% 30
2019
Q1
$13.3M Buy
199,839
+2,610
+1% +$176K 1.6% 28
2018
Q4
$12.3M Sell
197,229
-3,570
-2% -$243K 1.51% 26
2018
Q3
$15.5M Sell
200,799
-1,498
-0.7% -$108K 1.69% 25
2018
Q2
$14.1M Sell
202,297
-5,636
-3% -$375K 1.63% 30
2018
Q1
$12.3M Sell
207,933
-1,902
-0.9% -$108K 1.46% 34
2017
Q4
$11.5M Sell
209,835
-5,044
-2% -$259K 1.16% 45
2017
Q3
$10.8M Sell
214,879
-1,435
-0.7% -$64.5K 1.16% 42
2017
Q2
$9.51M Buy
216,314
+3,044
+1% +$142K 0.99% 47
2017
Q1
$10.6M Sell
213,270
-2,854
-1% -$138K 1.13% 41
2016
Q4
$10.8M Sell
216,124
-5,010
-2% -$231K 1.2% 42
2016
Q3
$9.61M Buy
221,134
+4,447
+2% +$185K 1.12% 45
2016
Q2
$9.45M Buy
216,687
+905
+0.4% +$39.9K 1.2% 38
2016
Q1
$8.69M Sell
215,782
-3,264
-1% -$124K 1.05% 41
2015
Q4
$10.2M Buy
219,046
+1,210
+0.6% +$63.2K 1.29% 38
2015
Q3
$10.4M Sell
217,836
-3,196
-1% -$163K 1.46% 37
2015
Q2
$13.6M Buy
221,032
+7,685
+4% +$501K 1.65% 30
2015
Q1
$13.3M Buy
213,347
+6,244
+3% +$404K 1.6% 37
2014
Q4
$14.3M Buy
207,103
+2,960
+1% +$207K 1.65% 24
2014
Q3
$15.6M Sell
204,143
-2,896
-1% -$237K 1.99% 21
2014
Q2
$17.7M Buy
207,039
+421
+0.2% +$32.8K 2.16% 16
2014
Q1
$14.5M Sell
206,618
-271
-0.1% -$18.1K 1.86% 21
2013
Q4
$14.6M Sell
206,889
-3,576
-2% -$257K 1.94% 21
2013
Q3
$14.6M Buy
210,465
+2,096
+1% +$140K 2.1% 20
2013
Q2
$12.6M Buy
+208,369
New +$12.7M 1.8% 23

Other funds holding COP

Stack Financial Management's COP Position: Q1 2026 in Review

Stack Financial Management reduced its ConocoPhillips (COP) stake by 0.19% in Q1 2026, selling an estimated $38.2K and leaving 180,848 shares worth $23.9M. The position accounts for 1.75% of the portfolio, ranked #23.

Stack Financial Management first reported a position in COP in Q2 2013 and has held it in 52 quarters since. The position peaked at $40M in Q1 2022. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Stack Financial Management held 180,848 shares of ConocoPhillips worth $23.9M as of Q1 2026.
  • Stack Financial Management sold 345 ConocoPhillips shares in Q1 2026, an estimated $38.2K.
  • ConocoPhillips made up 1.75% of Stack Financial Management's portfolio in Q1 2026, its #23 holding.
  • Stack Financial Management first reported a position in ConocoPhillips in Q2 2013 and has held it in 52 quarters since.
  • Stack Financial Management's ConocoPhillips position peaked at $40M in Q1 2022.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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