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Dixon Hughes Goodman Wealth Advisors’s ConocoPhillips COP Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$122K Buy
1,217
+22
+2% +$2.02K 0.04% 220
2021
Q4 		$86K Buy
+1,195
New +$87.1K 0.03% 219

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's COP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its ConocoPhillips (COP) stake by 1.8% in Q1 2022, buying an estimated $2.02K and bringing the position to 1,217 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #220.

Dixon Hughes Goodman Wealth Advisors first reported a position in COP in Q4 2021 and has held it in 2 quarters since. 1,972 funds tracked by Wall St. Rank hold COP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,217 shares of ConocoPhillips worth $122K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 22 ConocoPhillips shares in Q1 2022, an estimated $2.02K.
  • ConocoPhillips made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #220 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in ConocoPhillips in Q4 2021 and has held it in 2 quarters since.
  • 1,972 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.