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Cahill Financial Advisors’s ConocoPhillips COP Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-726
Closed -$49K – 338
2021
Q3 		$49K Buy
+726
New +$41.9K 0.01% 339
2015
Q3 		– Sell
-4,099
Closed -$252K – 106
2015
Q2 		$252K Buy
+4,099
New +$267K 0.19% 96

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cahill Financial Advisors's COP Position: Q4 2021 in Review

Cahill Financial Advisors sold out of ConocoPhillips (COP) in Q4 2021, closing a stake of 726 shares — an estimated $49K sold.

Cahill Financial Advisors first reported a position in COP in Q2 2015 and held it in 2 quarters. The position peaked at $252K in Q2 2015. 1,787 funds tracked by Wall St. Rank hold COP as of Q4 2021.

  • Cahill Financial Advisors reported no remaining ConocoPhillips position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 726 ConocoPhillips shares in Q4 2021, an estimated $49K.
  • Cahill Financial Advisors first reported a position in ConocoPhillips in Q2 2015 and held it in 2 quarters.
  • Cahill Financial Advisors's ConocoPhillips position peaked at $252K in Q2 2015.
  • 1,787 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.