SYM Financial Corp’s ConocoPhillips COP Stock Holding History

SYM Financial Corp’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 Q3	$388K	Buy	3,102 +146	+5%	+$18.1K	0.03%	219
2026 Q2	$307K	Buy	2,956 +121	+4%	+$14.3K	0.02%	254
2026 Q1	$374K	Sell	2,835 -196	-6%	-$21.7K	0.04%	179
2025 Q4	$284K	Buy	3,031 +253	+9%	+$22.9K	0.03%	238
2025 Q3	$263K	Buy	2,778 +84	+3%	+$7.94K	0.03%	249
2025 Q2	$242K	Sell	2,694 -3,085	-53%	-$278K	0.03%	263
2025 Q1	$607K	Buy	5,779 +1,309	+29%	+$131K	0.07%	83
2024 Q4	$443K	Buy	4,470 +2,396	+116%	+$254K	0.06%	108
2024 Q3	$218K	Buy	2,074 +180	+10%	+$19.8K	0.03%	162
2024 Q2	$217K	Buy	+1,894	New	+$230K	0.03%	142

Other funds holding COP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

SYM Financial Corp's COP Position: Q3 2026 in Review

SYM Financial Corp increased its ConocoPhillips (COP) stake by 4.9% in Q3 2026, buying an estimated $18.1K and bringing the position to 3,102 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #219.

SYM Financial Corp first reported a position in COP in Q2 2024 and has held it in 10 quarters since. The position peaked at $607K in Q1 2025. 1,544 funds tracked by Wall St. Rank hold COP as of Q3 2026.

SYM Financial Corp held 3,102 shares of ConocoPhillips worth $388K as of Q3 2026.
SYM Financial Corp bought 146 ConocoPhillips shares in Q3 2026, an estimated $18.1K.
ConocoPhillips made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #219 holding.
SYM Financial Corp first reported a position in ConocoPhillips in Q2 2024 and has held it in 10 quarters since.
SYM Financial Corp's ConocoPhillips position peaked at $607K in Q1 2025.
1,544 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.