1WM
COP icon

1858 Wealth Management’s ConocoPhillips COP Stock Holding History

1858 Wealth Management’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
2024
Q2 		– Sell
-2,448
Closed -$284K – 122
2024
Q1 		$284K Hold
2,448
– – 0.27% 85
2023
Q4 		$284K Buy
+2,448
New +$286K 0.27% 85

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1858 Wealth Management's COP Position: Q2 2024 in Review

1858 Wealth Management sold out of ConocoPhillips (COP) in Q2 2024, closing a stake of 2,448 shares — an estimated $284K sold.

1858 Wealth Management first reported a position in COP in Q4 2023 and held it in 2 quarters. The position peaked at $284K in Q1 2024. 2,336 funds tracked by Wall St. Rank hold COP as of Q2 2024.

  • 1858 Wealth Management reported no remaining ConocoPhillips position as of Q2 2024 after selling out during the quarter.
  • 1858 Wealth Management sold 2,448 ConocoPhillips shares in Q2 2024, an estimated $284K.
  • 1858 Wealth Management first reported a position in ConocoPhillips in Q4 2023 and held it in 2 quarters.
  • 1858 Wealth Management's ConocoPhillips position peaked at $284K in Q1 2024.
  • 2,336 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.