Clarus Wealth Advisors’s ConocoPhillips COP Stock Holding History

Clarus Wealth 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
2023 Q1	–	Sell	-3,469	Closed	-$410K	–	131
2022 Q4	$410K	Buy	3,469 +430	+14%	+$52.3K	0.27%	81
2022 Q3	$355K	Buy	3,039 +95	+3%	+$9.48K	0.25%	79
2022 Q2	$252K	Sell	2,944 -351	-11%	-$36.2K	0.18%	88
2022 Q1	$323K	Sell	3,295 -734	-18%	-$67.5K	0.2%	78
2021 Q4	$340K	Buy	4,029 +226	+6%	+$16.5K	0.2%	76
2021 Q3	$273K	Sell	3,803 -193	-5%	-$11.1K	0.17%	84
2021 Q2	$239K	Sell	3,996 -147	-4%	-$8.19K	0.15%	90
2021 Q1	$212K	Buy	+4,143	New	+$204K	0.13%	121
2019 Q3	–	Sell	-2,318	Closed	-$141K	–	214
2019 Q2	$141K	Sell	2,318 -75	-3%	-$4.67K	0.1%	150
2019 Q1	$160K	Sell	2,393 -476	-17%	-$32K	0.12%	130
2018 Q4	$179K	Buy	2,869 +2	+0.1%	+$136	0.28%	92
2018 Q3	$222K	Buy	2,867 +4	+0.1%	+$288	0.14%	111
2018 Q2	$170K	Buy	+2,863	New	+$191K	0.13%	135

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Clarus Wealth Advisors's COP Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 3,469 shares — an estimated $410K sold.

Clarus Wealth Advisors first reported a position in COP in Q2 2018 and held it in 13 quarters. The position peaked at $410K in Q4 2022. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

Clarus Wealth Advisors reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 3,469 ConocoPhillips shares in Q1 2023, an estimated $410K.
Clarus Wealth Advisors first reported a position in ConocoPhillips in Q2 2018 and held it in 13 quarters.
Clarus Wealth Advisors's ConocoPhillips position peaked at $410K in Q4 2022.
2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.