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Clear Perspectives Financial Planning’s ConocoPhillips COP Stock Holding History

Clear Perspectives Financial 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
2023
Q1 		$37.1K Sell
374
-3
-0.8% -$328 0.02% 83
2022
Q4 		$44.5K Buy
377
+3
+0.8% +$365 0.02% 83
2022
Q3 		$38K Buy
+374
New +$37.3K 0.02% 92

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clear Perspectives Financial Planning's COP Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its ConocoPhillips (COP) stake by 0.8% in Q1 2023, selling an estimated $328 and leaving 374 shares worth $37.1K. The position accounts for 0.02% of the portfolio, ranked #83.

Clear Perspectives Financial Planning first reported a position in COP in Q3 2022 and has held it in 3 quarters since. The position peaked at $44.5K in Q4 2022. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

  • Clear Perspectives Financial Planning held 374 shares of ConocoPhillips worth $37.1K as of Q1 2023.
  • Clear Perspectives Financial Planning sold 3 ConocoPhillips shares in Q1 2023, an estimated $328.
  • ConocoPhillips made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #83 holding.
  • Clear Perspectives Financial Planning first reported a position in ConocoPhillips in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's ConocoPhillips position peaked at $44.5K in Q4 2022.
  • 2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.