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Dynamic Wealth Strategies’s ConocoPhillips COP Stock Holding History

Dynamic Wealth Strategies’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
-6
Closed -$1K – 101
2024
Q3 		$1K Sell
6
-93
-94% -$10.2K ﹤0.01% 226
2024
Q2 		$11K Hold
99
– – 0.01% 193
2024
Q1 		$13K Hold
99
– – 0.01% 192
2023
Q4 		$11.5K Buy
+99
New +$11.6K 0.01% 197

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

Dynamic Wealth Strategies's COP Position: Q4 2024 in Review

Dynamic Wealth Strategies sold out of ConocoPhillips (COP) in Q4 2024, closing a stake of 6 shares — an estimated $1K sold.

Dynamic Wealth Strategies first reported a position in COP in Q4 2023 and held it in 4 quarters. The position peaked at $13K in Q1 2024. 2,454 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • Dynamic Wealth Strategies reported no remaining ConocoPhillips position as of Q4 2024 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 6 ConocoPhillips shares in Q4 2024, an estimated $1K.
  • Dynamic Wealth Strategies first reported a position in ConocoPhillips in Q4 2023 and held it in 4 quarters.
  • Dynamic Wealth Strategies's ConocoPhillips position peaked at $13K in Q1 2024.
  • 2,454 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Dynamic Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.