Doyle Wealth Management’s ConocoPhillips COP Stock Holding History

Doyle Wealth Management’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
2020 Q2	–	Sell	-6,846	Closed	-$211K	–	179
2020 Q1	$211K	Sell	6,846 -604	-8%	-$30.7K	0.03%	169
2019 Q4	$485K	Buy	7,450 +1,100	+17%	+$64.7K	0.06%	123
2019 Q3	$362K	Hold	6,350	–	–	0.05%	141
2019 Q2	$387K	Sell	6,350 -105	-2%	-$6.54K	0.05%	130
2019 Q1	$400K	Buy	6,455 +872	+16%	+$58.7K	0.06%	127
2018 Q4	$348K	Buy	5,583 +1,600	+40%	+$109K	0.06%	129
2018 Q3	$308K	Buy	3,983 +767	+24%	+$55.3K	0.05%	148
2018 Q2	$224K	Buy	+3,216	New	+$214K	0.04%	164

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Doyle Wealth Management's COP Position: Q2 2020 in Review

Doyle Wealth Management sold out of ConocoPhillips (COP) in Q2 2020, closing a stake of 6,846 shares — an estimated $211K sold.

Doyle Wealth Management first reported a position in COP in Q2 2018 and held it in 8 quarters. The position peaked at $485K in Q4 2019. 1,387 funds tracked by Wall St. Rank hold COP as of Q2 2020.

Doyle Wealth Management reported no remaining ConocoPhillips position as of Q2 2020 after selling out during the quarter.
Doyle Wealth Management sold 6,846 ConocoPhillips shares in Q2 2020, an estimated $211K.
Doyle Wealth Management first reported a position in ConocoPhillips in Q2 2018 and held it in 8 quarters.
Doyle Wealth Management's ConocoPhillips position peaked at $485K in Q4 2019.
1,387 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2020.

Based on Doyle Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.