UFPG
COP icon

United Financial Planning Group’s ConocoPhillips COP Stock Holding History

United Financial Planning Group’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 		$8.01K Hold
77
– – ﹤0.01% 285
2026
Q1 		$10.2K Buy
77
+52
+208% +$5.76K 0.01% 212
2025
Q4 		$2.34K Hold
25
– – ﹤0.01% 325
2025
Q3 		$2.37K Buy
+25
New +$2.36K ﹤0.01% 189

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

United Financial Planning Group's COP Position: Q2 2026 in Review

United Financial Planning Group held its ConocoPhillips (COP) position steady in Q2 2026 at 77 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

United Financial Planning Group first reported a position in COP in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q1 2026. 2,460 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • United Financial Planning Group held 77 shares of ConocoPhillips worth $8.01K as of Q2 2026.
  • United Financial Planning Group left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #285 holding.
  • United Financial Planning Group first reported a position in ConocoPhillips in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's ConocoPhillips position peaked at $10.2K in Q1 2026.
  • 2,460 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.