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Darden Wealth Group’s ConocoPhillips COP Stock Holding History

Darden Wealth Group’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
Q3 		– Sell
-1,770
Closed -$202K – 107
2024
Q2 		$202K Hold
1,770
– – 0.12% 99
2024
Q1 		$225K Hold
1,770
– – 0.18% 96
2023
Q4 		$205K Buy
+1,770
New +$207K 0.2% 94

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Darden Wealth Group's COP Position: Q3 2024 in Review

Darden Wealth Group sold out of ConocoPhillips (COP) in Q3 2024, closing a stake of 1,770 shares — an estimated $202K sold.

Darden Wealth Group first reported a position in COP in Q4 2023 and held it in 3 quarters. The position peaked at $225K in Q1 2024. 2,261 funds tracked by Wall St. Rank hold COP as of Q3 2024.

  • Darden Wealth Group reported no remaining ConocoPhillips position as of Q3 2024 after selling out during the quarter.
  • Darden Wealth Group sold 1,770 ConocoPhillips shares in Q3 2024, an estimated $202K.
  • Darden Wealth Group first reported a position in ConocoPhillips in Q4 2023 and held it in 3 quarters.
  • Darden Wealth Group's ConocoPhillips position peaked at $225K in Q1 2024.
  • 2,261 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2024.

Based on Darden Wealth Group's 13F filing for Q3 2024, filed 12 Nov 2024.