Summit Wealth Group’s ConocoPhillips COP Stock Holding History

Summit Wealth Group’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	$291K	Sell	2,208 -2	-0.1%	-$221	0.07%	102
2025 Q4	$207K	Buy	+2,210	New	+$200K	0.05%	115
2025 Q2	–	Sell	-2,060	Closed	-$216K	–	112
2025 Q1	$216K	Buy	2,060 +11	+0.5%	+$1.1K	0.06%	97
2024 Q4	$203K	Sell	2,049 -41	-2%	-$4.35K	0.06%	97
2024 Q3	$220K	Hold	2,090	–	–	0.06%	94
2024 Q2	$239K	Buy	2,090 +51	+3%	+$6.19K	0.07%	88
2024 Q1	$260K	Hold	2,039	–	–	0.18%	37
2023 Q4	$237K	Hold	2,039	–	–	0.19%	35
2023 Q3	$244K	Hold	2,039	–	–	0.22%	34
2023 Q2	$211K	Sell	2,039 -200,250	-99%	-$20.6M	0.09%	72
2023 Q1	$2K	Buy	202,289 +200,250	+9,821%	+$21.9M	0.05%	82
2022 Q4	$241K	Hold	2,039	–	–	0.25%	27
2022 Q3	$209K	Buy	+2,039	New	+$203K	0.25%	23
2022 Q2	–	Sell	-2,039	Closed	-$204K	–	24
2022 Q1	$204K	Buy	+2,039	New	+$188K	0.21%	26
2021 Q3	–	Sell	-2,005	Closed	-$122K	–	81
2021 Q2	$122K	Hold	2,005	–	–	0.18%	36
2021 Q1	$106K	Buy	+2,005	New	+$98.8K	0.17%	33

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

Summit Wealth Group's COP Position: Q1 2026 in Review

Summit Wealth Group reduced its ConocoPhillips (COP) stake by 0.09% in Q1 2026, selling an estimated $221 and leaving 2,208 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #102.

Summit Wealth Group first reported a position in COP in Q1 2021 and has held it in 16 quarters since. 2,561 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Summit Wealth Group held 2,208 shares of ConocoPhillips worth $291K as of Q1 2026.
Summit Wealth Group sold 2 ConocoPhillips shares in Q1 2026, an estimated $221.
ConocoPhillips made up 0.07% of Summit Wealth Group's portfolio in Q1 2026, its #102 holding.
Summit Wealth Group first reported a position in ConocoPhillips in Q1 2021 and has held it in 16 quarters since.
2,561 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.