Summit Wealth & Retirement Planning’s ConocoPhillips COP Stock Holding History

Summit Wealth & Retirement Planning’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	$230K	Buy	2,210 +131	+6%	+$15.5K	0.05%	102
2026 Q1	$274K	Buy	+2,079	New	+$230K	0.07%	90
2022 Q4	–	Sell	-4,382	Closed	-$448K	–	106
2022 Q3	$448K	Buy	4,382 +50	+1%	+$4.99K	0.18%	68
2022 Q2	$389K	Sell	4,332 -47	-1%	-$4.84K	0.15%	79
2022 Q1	$438K	Buy	+4,379	New	+$403K	0.15%	73

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Wealth & Retirement Planning's COP Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its ConocoPhillips (COP) stake by 6.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,210 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #102.

Summit Wealth & Retirement Planning first reported a position in COP in Q1 2022 and has held it in 5 quarters since. The position peaked at $448K in Q3 2022. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Summit Wealth & Retirement Planning held 2,210 shares of ConocoPhillips worth $230K as of Q2 2026.
Summit Wealth & Retirement Planning bought 131 ConocoPhillips shares in Q2 2026, an estimated $15.5K.
ConocoPhillips made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #102 holding.
Summit Wealth & Retirement Planning first reported a position in ConocoPhillips in Q1 2022 and has held it in 5 quarters since.
Summit Wealth & Retirement Planning's ConocoPhillips position peaked at $448K in Q3 2022.
2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.