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Synergy Investment Management’s ConocoPhillips COP Stock Holding History

Synergy Investment Management’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 		$39.1K Buy
346
+197
+132% +$23.3K 0.01% 418
2026
Q1 		$19.7K Buy
+149
New +$16.5K 0.01% 408
2025
Q2 		– Sell
-43
Closed -$4.52K – 164
2025
Q1 		$4.52K Sell
43
-13
-23% -$1.3K ﹤0.01% 465
2024
Q4 		$5.55K Buy
+56
New +$5.95K ﹤0.01% 448

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 $3.37T AUM 44.26% 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

Synergy Investment Management's COP Position: Q2 2026 in Review

Synergy Investment Management increased its ConocoPhillips (COP) stake by 132% in Q2 2026, buying an estimated $23.3K and bringing the position to 346 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #418.

Synergy Investment Management first reported a position in COP in Q4 2024 and has held it in 4 quarters since. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Synergy Investment Management held 346 shares of ConocoPhillips worth $39.1K as of Q2 2026.
  • Synergy Investment Management bought 197 ConocoPhillips shares in Q2 2026, an estimated $23.3K.
  • ConocoPhillips made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #418 holding.
  • Synergy Investment Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 4 quarters since.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.