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Toth Financial Advisory’s ConocoPhillips COP Stock Holding History

Toth Financial Advisory’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 		$20.6K Buy
165
+78
+90% +$9.66K ﹤0.01% 503
2026
Q2 		$9.04K Buy
87
+82
+1,640% +$9.72K ﹤0.01% 590
2026
Q1 		$660 Hold
5
– – ﹤0.01% 836
2025
Q4 		$469 Buy
+5
New +$452 ﹤0.01% 811
2025
Q2 		– Sell
-179
Closed -$18.8K – 747
2025
Q1 		$18.8K Hold
179
– – ﹤0.01% 406
2024
Q4 		$17.8K Hold
179
– – ﹤0.01% 412
2024
Q3 		$18.8K Sell
179
-50
-22% -$5.49K ﹤0.01% 395
2024
Q2 		$26.2K Hold
229
– – ﹤0.01% 366
2024
Q1 		$29.1K Sell
229
-220
-49% -$25.1K ﹤0.01% 354
2023
Q4 		$52.1K Buy
449
+50
+13% +$5.85K 0.01% 294
2023
Q3 		$47.8K Buy
399
+170
+74% +$19.7K 0.01% 280
2023
Q2 		$23.7K Sell
229
-110
-32% -$11.3K ﹤0.01% 369
2023
Q1 		$33.6K Hold
339
– – 0.01% 321
2022
Q4 		$40K Hold
339
– – 0.01% 301
2022
Q3 		$35K Sell
339
-152
-31% -$15.2K 0.01% 309
2022
Q2 		$44K Buy
491
+29
+6% +$2.99K 0.01% 284
2022
Q1 		$46K Hold
462
– – 0.01% 298
2021
Q4 		$33K Hold
462
– – ﹤0.01% 333
2021
Q3 		$31K Buy
462
+110
+31% +$6.35K ﹤0.01% 350
2021
Q2 		$21K Hold
352
– – ﹤0.01% 364
2021
Q1 		$19K Buy
+352
New +$17.3K ﹤0.01% 391
2020
Q3 		– Sell
-274
Closed -$12K – 554
2020
Q2 		$12K Hold
274
– – ﹤0.01% 335
2020
Q1 		$8K Sell
274
-800
-74% -$40.7K ﹤0.01% 292
2019
Q4 		$70K Hold
1,074
– – 0.01% 195
2019
Q3 		$61K Hold
1,074
– – 0.01% 218
2019
Q2 		$66K Buy
1,074
+5
+0.5% +$311 0.01% 207
2019
Q1 		$71K Buy
1,069
+5
+0.5% +$336 0.02% 192
2018
Q4 		$66K Buy
1,064
+4
+0.4% +$272 0.02% 169
2018
Q3 		$82K Buy
1,060
+5
+0.5% +$361 0.02% 187
2018
Q2 		$73K Buy
1,055
+4
+0.4% +$266 0.02% 193
2018
Q1 		$62K Buy
1,051
+5
+0.5% +$283 0.02% 200
2017
Q4 		$57K Buy
+1,046
New +$53.8K 0.01% 201

Other funds holding COP

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Toth Financial Advisory's COP Position: Q3 2026 in Review

Toth Financial Advisory increased its ConocoPhillips (COP) stake by 90% in Q3 2026, buying an estimated $9.66K and bringing the position to 165 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Toth Financial Advisory first reported a position in COP in Q4 2017 and has held it in 32 quarters since. The position peaked at $82K in Q3 2018. 134 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Toth Financial Advisory held 165 shares of ConocoPhillips worth $20.6K as of Q3 2026.
  • Toth Financial Advisory bought 78 ConocoPhillips shares in Q3 2026, an estimated $9.66K.
  • ConocoPhillips made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #503 holding.
  • Toth Financial Advisory first reported a position in ConocoPhillips in Q4 2017 and has held it in 32 quarters since.
  • Toth Financial Advisory's ConocoPhillips position peaked at $82K in Q3 2018.
  • 134 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.