Syverson Strege & Co’s ConocoPhillips COP Stock Holding History

Syverson Strege & Co’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	$282K	Sell	2,139 -73	-3%	-$8.08K	0.07%	124
2025 Q4	$207K	Sell	2,212 -92	-4%	-$8.32K	0.05%	160
2025 Q3	$218K	Sell	2,304 -255	-10%	-$24.1K	0.05%	154
2025 Q2	$230K	Buy	+2,559	New	+$230K	0.05%	147
2023 Q2	–	Sell	-206	Closed	-$20.4K	–	182
2023 Q1	$20.4K	Sell	206 -1,114	-84%	-$122K	0.01%	188
2022 Q4	$156K	Hold	1,320	–	–	0.07%	74
2022 Q3	$135K	Sell	1,320 -253	-16%	-$25.2K	0.07%	76
2022 Q2	$141K	Buy	1,573 +253	+19%	+$26.1K	0.05%	80
2022 Q1	$132K	Hold	1,320	–	–	0.14%	80
2021 Q4	$95K	Buy	1,320 +120	+10%	+$8.74K	0.07%	98
2021 Q3	$81K	Hold	1,200	–	–	0.06%	103
2021 Q2	$73K	Hold	1,200	–	–	0.07%	105
2021 Q1	$64K	Hold	1,200	–	–	0.07%	105
2020 Q4	$48K	Buy	+1,200	New	+$44.2K	0.05%	114

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

Syverson Strege & Co's COP Position: Q1 2026 in Review

Syverson Strege & Co reduced its ConocoPhillips (COP) stake by 3.3% in Q1 2026, selling an estimated $8.08K and leaving 2,139 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #124.

Syverson Strege & Co first reported a position in COP in Q4 2020 and has held it in 14 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Syverson Strege & Co held 2,139 shares of ConocoPhillips worth $282K as of Q1 2026.
Syverson Strege & Co sold 73 ConocoPhillips shares in Q1 2026, an estimated $8.08K.
ConocoPhillips made up 0.07% of Syverson Strege & Co's portfolio in Q1 2026, its #124 holding.
Syverson Strege & Co first reported a position in ConocoPhillips in Q4 2020 and has held it in 14 quarters since.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.