Capital Wealth Planning’s Ecopetrol EC Stock Holding History

Capital Wealth Planning’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-239,931	Closed	-$2.14M	–	139
2024 Q3	$2.14M	Buy	239,931 +17,225	+8%	+$174K	0.02%	71
2024 Q2	$2.49M	Buy	222,706 +14,476	+7%	+$172K	0.03%	67
2024 Q1	$2.47M	Buy	208,230 +88,710	+74%	+$1.03M	0.03%	57
2023 Q4	$1.42M	Buy	119,520 +63,495	+113%	+$770K	0.02%	72
2023 Q3	$649K	Buy	56,025 +27,559	+97%	+$316K	0.01%	88
2023 Q2	$292K	Buy	28,466 +8,986	+46%	+$90.6K	﹤0.01%	117
2023 Q1	$206K	Buy	+19,480	New	+$212K	﹤0.01%	135

Other funds holding EC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MCP

Militia Capital Partners Las Vegas, Nevada $435M AUM 65.91% 1-Year Est. Return

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

Capital Wealth Planning sold out of Ecopetrol (EC) in Q4 2024, closing a stake of 239,931 shares — an estimated $2.14M sold.

Capital Wealth Planning first reported a position in EC in Q1 2023 and held it in 7 quarters. The position peaked at $2.49M in Q2 2024. 125 funds tracked by Wall St. Rank hold EC as of Q4 2024.

Capital Wealth Planning reported no remaining Ecopetrol position as of Q4 2024 after selling out during the quarter.
Capital Wealth Planning sold 239,931 Ecopetrol shares in Q4 2024, an estimated $2.14M.
Capital Wealth Planning first reported a position in Ecopetrol in Q1 2023 and held it in 7 quarters.
Capital Wealth Planning's Ecopetrol position peaked at $2.49M in Q2 2024.
125 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2024.

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