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Strategic Financial Partners’s ConocoPhillips COP Stock Holding History

Strategic Financial Partners’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
Q2 		$262K Hold
2,517
– – 0.1% 77
2026
Q1 		$332K Buy
+2,517
New +$279K 0.14% 64
2025
Q4 		– Sell
-2,336
Closed -$221K – 84
2025
Q3 		$221K Hold
2,336
– – 0.1% 75
2025
Q2 		$210K Buy
2,336
+2
+0.1% +$180 0.1% 74
2025
Q1 		$245K Buy
2,334
+1
+0% +$100 0.13% 66
2024
Q4 		$231K Buy
2,333
+425
+22% +$45.1K 0.12% 68
2024
Q3 		$201K Hold
1,908
– – 0.1% 65
2024
Q2 		$218K Hold
1,908
– – 0.12% 66
2024
Q1 		$243K Hold
1,908
– – 0.13% 64
2023
Q4 		$221K Buy
1,908
+112
+6% +$13.1K 0.13% 65
2023
Q3 		$215K Buy
+1,796
New +$209K 0.13% 66
2023
Q1 		– Sell
-1,796
Closed -$212K – 70
2022
Q4 		$212K Buy
+1,796
New +$218K 0.13% 66

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Strategic Financial Partners's COP Position: Q2 2026 in Review

Strategic Financial Partners held its ConocoPhillips (COP) position steady in Q2 2026 at 2,517 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #77.

Strategic Financial Partners first reported a position in COP in Q4 2022 and has held it in 12 quarters since. The position peaked at $332K in Q1 2026. 2,456 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Strategic Financial Partners held 2,517 shares of ConocoPhillips worth $262K as of Q2 2026.
  • Strategic Financial Partners left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.1% of Strategic Financial Partners's portfolio in Q2 2026, its #77 holding.
  • Strategic Financial Partners first reported a position in ConocoPhillips in Q4 2022 and has held it in 12 quarters since.
  • Strategic Financial Partners's ConocoPhillips position peaked at $332K in Q1 2026.
  • 2,456 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.