AFWM
COP icon

AMJ Financial Wealth Management’s ConocoPhillips COP Stock Holding History

AMJ Financial 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
2023
Q4 		– Sell
-2,912
Closed -$349K – 71
2023
Q3 		$349K Buy
+2,912
New +$338K 0.16% 55
2020
Q3 		– Sell
-77,736
Closed -$3.27M – 65
2020
Q2 		$3.27M Buy
+77,736
New +$3.14M 2.22% 26
2020
Q1 		– Sell
-5,866
Closed -$381K – 34
2019
Q4 		$381K Buy
+5,866
New +$345K 0.27% 52

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMJ Financial Wealth Management's COP Position: Q4 2023 in Review

AMJ Financial Wealth Management sold out of ConocoPhillips (COP) in Q4 2023, closing a stake of 2,912 shares — an estimated $349K sold.

AMJ Financial Wealth Management first reported a position in COP in Q4 2019 and held it in 3 quarters. The position peaked at $3.27M in Q2 2020. 2,267 funds tracked by Wall St. Rank hold COP as of Q4 2023.

  • AMJ Financial Wealth Management reported no remaining ConocoPhillips position as of Q4 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 2,912 ConocoPhillips shares in Q4 2023, an estimated $349K.
  • AMJ Financial Wealth Management first reported a position in ConocoPhillips in Q4 2019 and held it in 3 quarters.
  • AMJ Financial Wealth Management's ConocoPhillips position peaked at $3.27M in Q2 2020.
  • 2,267 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.