SFWC
COP icon

Strategic Family Wealth Counselors’s ConocoPhillips COP Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-3,888
Closed -$371K – 175
2025
Q4 		$371K Buy
+3,888
New +$352K 0.08% 151
2025
Q1 		– Sell
-3,604
Closed -$357K – 140
2024
Q4 		$357K Buy
+3,604
New +$383K 0.12% 101

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Strategic Family Wealth Counselors's COP Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of ConocoPhillips (COP) in Q1 2026, closing a stake of 3,888 shares — an estimated $371K sold.

Strategic Family Wealth Counselors first reported a position in COP in Q4 2024 and held it in 2 quarters. The position peaked at $371K in Q4 2025. 2,562 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining ConocoPhillips position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 3,888 ConocoPhillips shares in Q1 2026, an estimated $371K.
  • Strategic Family Wealth Counselors first reported a position in ConocoPhillips in Q4 2024 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's ConocoPhillips position peaked at $371K in Q4 2025.
  • 2,562 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.