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Beacon Bridge Wealth Partners’s ConocoPhillips COP Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		– Sell
-2,355
Closed -$273K – 96
2023
Q4 		$273K Sell
2,355
-198
-8% -$23.2K 0.14% 77
2023
Q3 		$306K Sell
2,553
-403
-14% -$46.8K 0.16% 65
2023
Q2 		$306K Sell
2,956
-103
-3% -$10.6K 0.16% 60
2023
Q1 		$303K Buy
3,059
+24
+0.8% +$2.63K 0.18% 60
2022
Q4 		$358K Buy
+3,035
New +$369K 0.26% 48

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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

Beacon Bridge Wealth Partners's COP Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of ConocoPhillips (COP) in Q1 2024, closing a stake of 2,355 shares — an estimated $273K sold.

Beacon Bridge Wealth Partners first reported a position in COP in Q4 2022 and held it in 5 quarters. The position peaked at $358K in Q4 2022. 2,331 funds tracked by Wall St. Rank hold COP as of Q1 2024.

  • Beacon Bridge Wealth Partners reported no remaining ConocoPhillips position as of Q1 2024 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 2,355 ConocoPhillips shares in Q1 2024, an estimated $273K.
  • Beacon Bridge Wealth Partners first reported a position in ConocoPhillips in Q4 2022 and held it in 5 quarters.
  • Beacon Bridge Wealth Partners's ConocoPhillips position peaked at $358K in Q4 2022.
  • 2,331 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.