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Strategic Planning Inc’s ConocoPhillips COP Stock Holding History

Strategic Planning Inc’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
Q2 		– Sell
-67,374
Closed -$7.08M – 52
2025
Q1 		$7.08M Buy
+67,374
New +$6.72M 3.99% 8

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strategic Planning Inc's COP Position: Q2 2025 in Review

Strategic Planning Inc sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 67,374 shares — an estimated $7.08M sold.

Strategic Planning Inc first reported a position in COP in Q1 2025 and held it in 1 quarter. The position peaked at $7.08M in Q1 2025. 2,289 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Strategic Planning Inc reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
  • Strategic Planning Inc sold 67,374 ConocoPhillips shares in Q2 2025, an estimated $7.08M.
  • Strategic Planning Inc first reported a position in ConocoPhillips in Q1 2025 and held it in 1 quarter.
  • Strategic Planning Inc's ConocoPhillips position peaked at $7.08M in Q1 2025.
  • 2,289 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Strategic Planning Inc's 13F filing for Q2 2025, filed 20 Oct 2025.