Clearview Wealth Advisors’s ConocoPhillips COP Stock Holding History

Clearview 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 Q3	–	Sell	-2,691	Closed	-$279K	–	216
2023 Q2	$279K	Buy	2,691 +5	+0.2%	+$514	0.28%	95
2023 Q1	$267K	Sell	2,686 -71	-3%	-$7.77K	0.27%	104
2022 Q4	$325K	Buy	2,757 +4	+0.1%	+$486	0.25%	80
2022 Q3	$282K	Buy	2,753 +10	+0.4%	+$997	0.22%	69
2022 Q2	$246K	Sell	2,743 -8	-0.3%	-$824	0.18%	78
2022 Q1	$275K	Sell	2,751 -563	-17%	-$51.8K	0.18%	80
2021 Q4	$239K	Sell	3,314 -1,825	-36%	-$133K	0.15%	100
2021 Q3	$348K	Buy	5,139 +584	+13%	+$33.7K	0.22%	85
2021 Q2	$277K	Buy	4,555 +343	+8%	+$19.1K	0.17%	99
2021 Q1	$223K	Buy	4,212 +26	+0.6%	+$1.28K	0.14%	107
2020 Q4	$167K	Buy	+4,186	New	+$154K	0.11%	113

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

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

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

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

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

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

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

Clearview Wealth Advisors's COP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of ConocoPhillips (COP) in Q3 2023, closing a stake of 2,691 shares — an estimated $279K sold.

Clearview Wealth Advisors first reported a position in COP in Q4 2020 and held it in 11 quarters. The position peaked at $348K in Q3 2021. 2,177 funds tracked by Wall St. Rank hold COP as of Q3 2023.

Clearview Wealth Advisors reported no remaining ConocoPhillips position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 2,691 ConocoPhillips shares in Q3 2023, an estimated $279K.
Clearview Wealth Advisors first reported a position in ConocoPhillips in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's ConocoPhillips position peaked at $348K in Q3 2021.
2,177 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.