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Campbell Wealth Management’s ConocoPhillips COP Stock Holding History

Campbell 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
2021
Q4 		– Sell
-3,012
Closed -$204K – 81
2021
Q3 		$204K Buy
+3,012
New +$174K 0.03% 73
2020
Q3 		– Sell
-1,926
Closed -$81K – 118
2020
Q2 		$81K Buy
+1,926
New +$77.9K 0.01% 104

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

Campbell Wealth Management's COP Position: Q4 2021 in Review

Campbell Wealth Management sold out of ConocoPhillips (COP) in Q4 2021, closing a stake of 3,012 shares — an estimated $204K sold.

Campbell Wealth Management first reported a position in COP in Q2 2020 and held it in 2 quarters. The position peaked at $204K in Q3 2021. 1,787 funds tracked by Wall St. Rank hold COP as of Q4 2021.

  • Campbell Wealth Management reported no remaining ConocoPhillips position as of Q4 2021 after selling out during the quarter.
  • Campbell Wealth Management sold 3,012 ConocoPhillips shares in Q4 2021, an estimated $204K.
  • Campbell Wealth Management first reported a position in ConocoPhillips in Q2 2020 and held it in 2 quarters.
  • Campbell Wealth Management's ConocoPhillips position peaked at $204K in Q3 2021.
  • 1,787 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2021.

Based on Campbell Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.