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Zynergy Retirement Planning’s ConocoPhillips COP Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-152
Closed -$15.1K – 44
2025
Q1 		$15.1K Buy
+152
New +$15.2K 0.01% 74

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zynergy Retirement Planning's COP Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 152 shares — an estimated $15.1K sold.

Zynergy Retirement Planning first reported a position in COP in Q1 2025 and held it in 1 quarter. The position peaked at $15.1K in Q1 2025. 2,290 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 152 ConocoPhillips shares in Q2 2025, an estimated $15.1K.
  • Zynergy Retirement Planning first reported a position in ConocoPhillips in Q1 2025 and held it in 1 quarter.
  • Zynergy Retirement Planning's ConocoPhillips position peaked at $15.1K in Q1 2025.
  • 2,290 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.