Aviso Financial’s ConocoPhillips COP Stock Holding History

Aviso 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
2024 Q4	–	Sell	-283	Closed	-$29.8K	–	365
2024 Q3	$29.8K	Buy	283 +7	+3%	+$769	﹤0.01%	274
2024 Q2	$31.6K	Buy	+276	New	+$33.5K	﹤0.01%	262

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviso Financial's COP Position: Q4 2024 in Review

Aviso Financial sold out of ConocoPhillips (COP) in Q4 2024, closing a stake of 283 shares — an estimated $29.8K sold.

Aviso Financial first reported a position in COP in Q2 2024 and held it in 2 quarters. The position peaked at $31.6K in Q2 2024. 2,454 funds tracked by Wall St. Rank hold COP as of Q4 2024.

Aviso Financial reported no remaining ConocoPhillips position as of Q4 2024 after selling out during the quarter.
Aviso Financial sold 283 ConocoPhillips shares in Q4 2024, an estimated $29.8K.
Aviso Financial first reported a position in ConocoPhillips in Q2 2024 and held it in 2 quarters.
Aviso Financial's ConocoPhillips position peaked at $31.6K in Q2 2024.
2,454 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Aviso Financial's 13F filing for Q4 2024, filed 10 Feb 2025.