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Capital Wealth Planning’s ConocoPhillips COP Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-2,000
Closed -$122K – 119
2021
Q2 		$122K Buy
+2,000
New +$111K ﹤0.01% 123

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Wealth Planning's COP Position: Q4 2024 in Review

Capital Wealth Planning sold out of ConocoPhillips (COP) in Q4 2024, closing a stake of 3,412 shares — an estimated $359K sold.

Capital Wealth Planning first reported a position in COP in Q3 2013 and held it in 27 quarters. The position peaked at $187M in Q1 2024. 2,453 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • Capital Wealth Planning reported no remaining ConocoPhillips position as of Q4 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 3,412 ConocoPhillips shares in Q4 2024, an estimated $359K.
  • Capital Wealth Planning first reported a position in ConocoPhillips in Q3 2013 and held it in 27 quarters.
  • Capital Wealth Planning's ConocoPhillips position peaked at $187M in Q1 2024.
  • 2,453 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.