Advocacy Wealth Management Services’s ConocoPhillips COP Stock Holding History

Advocacy Wealth Management Services’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
2022 Q1	–	Sell	-679	Closed	-$49K	–	190
2021 Q4	$49K	Hold	679	–	–	0.01%	55
2021 Q3	$46K	Hold	679	–	–	0.01%	58
2021 Q2	$41K	Hold	679	–	–	0.01%	69
2021 Q1	$37K	Hold	679	–	–	0.01%	66
2020 Q4	$27K	Hold	679	–	–	﹤0.01%	76
2020 Q3	$22K	Hold	679	–	–	﹤0.01%	77
2020 Q2	$29K	Hold	679	–	–	0.01%	65
2020 Q1	$20K	Sell	679 -300	-31%	-$15.3K	﹤0.01%	75
2019 Q4	$64K	Hold	979	–	–	0.02%	47
2019 Q3	$56K	Sell	979 -400	-29%	-$22.8K	0.04%	43
2019 Q2	$84K	Hold	1,379	–	–	0.06%	34
2019 Q1	$93K	Hold	1,379	–	–	0.1%	26
2018 Q4	$86K	Hold	1,379	–	–	0.06%	24
2018 Q3	$107K	Hold	1,379	–	–	0.07%	21
2018 Q2	$96K	Hold	1,379	–	–	0.06%	20
2018 Q1	$82K	Hold	1,379	–	–	0.06%	27
2017 Q4	$76K	Sell	1,379 -300	-18%	-$15.4K	0.05%	35
2017 Q3	$84K	Sell	1,679 -150	-8%	-$6.74K	0.03%	48
2017 Q2	$80K	Sell	1,829 -500	-21%	-$23.3K	0.03%	55
2017 Q1	$116K	Buy	2,329 +100	+4%	+$4.83K	0.04%	42
2016 Q4	$112K	Hold	2,229	–	–	0.03%	45
2016 Q3	$97K	Sell	2,229 -600	-21%	-$24.9K	0.04%	72
2016 Q2	$123K	Sell	2,829 -2,269	-45%	-$100K	0.06%	90
2016 Q1	$205K	Sell	5,098 -1,641	-24%	-$62.4K	0.14%	85
2015 Q4	$318K	Buy	+6,739	New	+$352K	0.36%	64
2013 Q3	$76K	Buy	1,081 +302	+39%	+$20.1K	0.21%	83
2013 Q2	$47K	Buy	+779	New	+$47.4K	0.19%	91

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Advocacy Wealth Management Services's COP Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of ConocoPhillips (COP) in Q1 2022, closing a stake of 679 shares — an estimated $49K sold.

Advocacy Wealth Management Services first reported a position in COP in Q2 2013 and held it in 27 quarters. The position peaked at $318K in Q4 2015. 1,972 funds tracked by Wall St. Rank hold COP as of Q1 2022.

Advocacy Wealth Management Services reported no remaining ConocoPhillips position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 679 ConocoPhillips shares in Q1 2022, an estimated $49K.
Advocacy Wealth Management Services first reported a position in ConocoPhillips in Q2 2013 and held it in 27 quarters.
Advocacy Wealth Management Services's ConocoPhillips position peaked at $318K in Q4 2015.
1,972 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.