Evelyn V. Moreno’s ConocoPhillips COP Stock Holding History

Evelyn V. Moreno’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 Q1	–	Sell	-6,400	Closed	-$755K	–	138
2022 Q4	$755K	Hold	6,400	–	–	0.17%	71
2022 Q3	$655K	Hold	6,400	–	–	0.3%	67
2022 Q2	$575K	Buy	+6,400	New	+$659K	0.13%	77
2015 Q3	–	Sell	-4,015	Closed	-$247K	–	70
2015 Q2	$247K	Buy	4,015 +190	+5%	+$12.4K	0.1%	70
2015 Q1	$238K	Hold	3,825	–	–	0.09%	72
2014 Q4	$264K	Buy	3,825 +325	+9%	+$22.7K	0.1%	72
2014 Q3	$268K	Hold	3,500	–	–	0.1%	70
2014 Q2	$300K	Hold	3,500	–	–	0.11%	69
2014 Q1	$246K	Hold	3,500	–	–	0.1%	75
2013 Q4	$247K	Buy	+3,500	New	+$251K	0.1%	73

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evelyn V. Moreno's COP Position: Q1 2023 in Review

Evelyn V. Moreno sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 6,400 shares — an estimated $755K sold.

Evelyn V. Moreno first reported a position in COP in Q4 2013 and held it in 10 quarters. The position peaked at $755K in Q4 2022. 2,091 funds tracked by Wall St. Rank hold COP as of Q1 2023.

Evelyn V. Moreno reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 6,400 ConocoPhillips shares in Q1 2023, an estimated $755K.
Evelyn V. Moreno first reported a position in ConocoPhillips in Q4 2013 and held it in 10 quarters.
Evelyn V. Moreno's ConocoPhillips position peaked at $755K in Q4 2022.
2,091 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.