Affiance Financial’s ConocoPhillips COP Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-517	Closed	-$61K	–	159
2022 Q4	$61K	Buy	+517	New	+$62.8K	0.02%	159

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Affiance Financial's COP Position: Q1 2023 in Review

Affiance Financial sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 517 shares — an estimated $61K sold.

Affiance Financial first reported a position in COP in Q4 2022 and held it in 1 quarter. The position peaked at $61K in Q4 2022. 2,093 funds tracked by Wall St. Rank hold COP as of Q1 2023.

Affiance Financial reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 517 ConocoPhillips shares in Q1 2023, an estimated $61K.
Affiance Financial first reported a position in ConocoPhillips in Q4 2022 and held it in 1 quarter.
Affiance Financial's ConocoPhillips position peaked at $61K in Q4 2022.
2,093 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.