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Symphony Financial’s ConocoPhillips COP Stock Holding History

Symphony Financial’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 		$694K Buy
6,662
+739
+12% +$87.6K 0.08% 164
2026
Q1 		$793K Buy
5,923
+2,047
+53% +$227K 0.11% 129
2025
Q4 		$364K Buy
3,876
+804
+26% +$72.7K 0.05% 205
2025
Q3 		$290K Buy
3,072
+818
+36% +$77.3K 0.04% 220
2025
Q2 		$206K Buy
+2,254
New +$203K 0.03% 246
2024
Q3 		– Sell
-1,780
Closed -$203K – 231
2024
Q2 		$203K Buy
1,780
+13
+0.7% +$1.58K 0.04% 202
2024
Q1 		$225K Sell
1,767
-112
-6% -$12.8K 0.05% 174
2023
Q4 		$204K Sell
1,879
-995
-35% -$116K 0.04% 188
2023
Q3 		$336K Sell
2,874
-175
-6% -$20.3K 0.08% 125
2023
Q2 		$314K Sell
3,049
-64
-2% -$6.58K 0.08% 148
2023
Q1 		$309K Buy
3,113
+125
+4% +$13.7K 0.08% 172
2022
Q4 		$339K Buy
+2,988
New +$363K 0.09% 162
2020
Q3 		– Sell
-7,198
Closed -$302K – 143
2020
Q2 		$302K Sell
7,198
-989
-12% -$40K 0.15% 107
2020
Q1 		$240K Buy
+8,187
New +$417K 0.17% 83

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 $3.38T AUM 44.17% 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

Symphony Financial's COP Position: Q2 2026 in Review

Symphony Financial increased its ConocoPhillips (COP) stake by 12% in Q2 2026, buying an estimated $87.6K and bringing the position to 6,662 shares worth $694K. The position accounts for 0.08% of the portfolio, ranked #164.

Symphony Financial first reported a position in COP in Q1 2020 and has held it in 14 quarters since. The position peaked at $793K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Symphony Financial held 6,662 shares of ConocoPhillips worth $694K as of Q2 2026.
  • Symphony Financial bought 739 ConocoPhillips shares in Q2 2026, an estimated $87.6K.
  • ConocoPhillips made up 0.08% of Symphony Financial's portfolio in Q2 2026, its #164 holding.
  • Symphony Financial first reported a position in ConocoPhillips in Q1 2020 and has held it in 14 quarters since.
  • Symphony Financial's ConocoPhillips position peaked at $793K in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.