Stiles Financial Services’s ConocoPhillips COP Stock Holding History

Stiles Financial Services’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	$676K	Sell	5,122 -61	-1%	-$6.75K	0.21%	103
2025 Q4	$485K	Sell	5,183 -730	-12%	-$66K	0.15%	120
2025 Q3	$559K	Buy	5,913 +672	+13%	+$63.5K	0.18%	112
2025 Q2	$470K	Buy	5,241 +186	+4%	+$16.7K	0.16%	119
2025 Q1	$531K	Sell	5,055 -321	-6%	-$32K	0.2%	108
2024 Q4	$533K	Buy	5,376 +15	+0.3%	+$1.59K	0.19%	113
2024 Q3	$564K	Sell	5,361 -5	-0.1%	-$549	0.2%	102
2024 Q2	$614K	Buy	5,366 +26	+0.5%	+$3.16K	0.24%	93
2024 Q1	$680K	Buy	5,340 +540	+11%	+$61.6K	0.27%	89
2023 Q4	$557K	Buy	4,800 +25	+0.5%	+$2.92K	0.25%	98
2023 Q3	$572K	Buy	4,775 +770	+19%	+$89.4K	0.3%	95
2023 Q2	$415K	Sell	4,005 -258	-6%	-$26.5K	0.21%	116
2023 Q1	$423K	Sell	4,263 -191	-4%	-$20.9K	0.23%	112
2022 Q4	$526K	Sell	4,454 -344	-7%	-$41.8K	0.3%	92
2022 Q3	$491K	Sell	4,798 -435	-8%	-$43.4K	0.3%	93
2022 Q2	$470K	Buy	5,233 +19	+0.4%	+$1.96K	0.28%	95
2022 Q1	$521K	Buy	5,214 +1,899	+57%	+$175K	0.26%	101
2021 Q4	$239K	Buy	+3,315	New	+$242K	0.12%	158

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

Stiles Financial Services's COP Position: Q1 2026 in Review

Stiles Financial Services reduced its ConocoPhillips (COP) stake by 1.2% in Q1 2026, selling an estimated $6.75K and leaving 5,122 shares worth $676K. The position accounts for 0.21% of the portfolio, ranked #103.

Stiles Financial Services first reported a position in COP in Q4 2021 and has held it in 18 quarters since. The position peaked at $680K in Q1 2024. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Stiles Financial Services held 5,122 shares of ConocoPhillips worth $676K as of Q1 2026.
Stiles Financial Services sold 61 ConocoPhillips shares in Q1 2026, an estimated $6.75K.
ConocoPhillips made up 0.21% of Stiles Financial Services's portfolio in Q1 2026, its #103 holding.
Stiles Financial Services first reported a position in ConocoPhillips in Q4 2021 and has held it in 18 quarters since.
Stiles Financial Services's ConocoPhillips position peaked at $680K in Q1 2024.
2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.