Cedar Wealth Management’s ConocoPhillips COP Stock Holding History

Cedar 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
2024 Q4	–	Sell	-130	Closed	-$13.7K	–	202
2024 Q3	$13.7K	Hold	130	–	–	﹤0.01%	207
2024 Q2	$14.9K	Sell	130 -58	-31%	-$7.04K	﹤0.01%	219
2024 Q1	$23.9K	Buy	+188	New	+$21.4K	0.01%	201
2021 Q4	–	Sell	-9	Closed	-$1K	–	365
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	261
2021 Q2	$1K	Sell	9 -3	-25%	-$167	﹤0.01%	266
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	238
2020 Q4	$0	Buy	+12	New	+$442	﹤0.01%	233
2016 Q2	–	Sell	-300	Closed	-$12K	–	132
2016 Q1	$12K	Buy	+300	New	+$11.4K	0.01%	88

Other funds holding COP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Wealth Management's COP Position: Q4 2024 in Review

Cedar Wealth Management sold out of ConocoPhillips (COP) in Q4 2024, closing a stake of 130 shares — an estimated $13.7K sold.

Cedar Wealth Management first reported a position in COP in Q1 2016 and held it in 8 quarters. The position peaked at $23.9K in Q1 2024. 2,453 funds tracked by Wall St. Rank hold COP as of Q4 2024.

Cedar Wealth Management reported no remaining ConocoPhillips position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 130 ConocoPhillips shares in Q4 2024, an estimated $13.7K.
Cedar Wealth Management first reported a position in ConocoPhillips in Q1 2016 and held it in 8 quarters.
Cedar Wealth Management's ConocoPhillips position peaked at $23.9K in Q1 2024.
2,453 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.