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Clear Point Advisors’s ConocoPhillips COP Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-5
Closed -$564 – 198
2024
Q3 		$564 Hold
5
– – ﹤0.01% 500
2024
Q2 		$609 Hold
5
– – ﹤0.01% 488
2024
Q1 		$675 Hold
5
– – ﹤0.01% 485
2023
Q4 		$612 Buy
+5
New +$585 ﹤0.01% 474

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

Clear Point Advisors's COP Position: Q4 2024 in Review

Clear Point Advisors sold out of ConocoPhillips (COP) in Q4 2024, closing a stake of 5 shares — an estimated $564 sold.

Clear Point Advisors first reported a position in COP in Q4 2023 and held it in 4 quarters. The position peaked at $675 in Q1 2024. 2,453 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • Clear Point Advisors reported no remaining ConocoPhillips position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 5 ConocoPhillips shares in Q4 2024, an estimated $564.
  • Clear Point Advisors first reported a position in ConocoPhillips in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's ConocoPhillips position peaked at $675 in Q1 2024.
  • 2,453 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.