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True Link Financial Advisors’s ConocoPhillips COP Stock Holding History

True Link Financial Advisors’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 		– Sell
-1,075
Closed -$142K – 154
2026
Q1 		$142K Buy
+1,075
New +$119K 0.01% 119
2022
Q1 		– Sell
-46
Closed -$3K – 158
2021
Q4 		$3K Hold
46
– – ﹤0.01% 706
2021
Q3 		$3K Hold
46
– – ﹤0.01% 706
2021
Q2 		$3K Hold
46
– – ﹤0.01% 641
2021
Q1 		$2K Hold
46
– – ﹤0.01% 676
2020
Q4 		$2K Buy
+46
New +$1.7K ﹤0.01% 679

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Vanguard Capital Management
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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

True Link Financial Advisors's COP Position: Q2 2026 in Review

True Link Financial Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,075 shares — an estimated $142K sold.

True Link Financial Advisors first reported a position in COP in Q4 2020 and held it in 6 quarters. The position peaked at $142K in Q1 2026. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • True Link Financial Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 1,075 ConocoPhillips shares in Q2 2026, an estimated $142K.
  • True Link Financial Advisors first reported a position in ConocoPhillips in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's ConocoPhillips position peaked at $142K in Q1 2026.
  • 2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.