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Financial & Tax Architects’s ConocoPhillips COP Stock Holding History

Financial & Tax Architects’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
Q2 		– Sell
-1,617
Closed -$206K – 85
2024
Q1 		$206K Buy
+1,617
New +$184K 0.06% 85
2023
Q1 		– Sell
-1,785
Closed -$217K – 78
2022
Q4 		$217K Buy
+1,785
New +$217K 0.07% 77

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

Financial & Tax Architects's COP Position: Q2 2024 in Review

Financial & Tax Architects sold out of ConocoPhillips (COP) in Q2 2024, closing a stake of 1,617 shares — an estimated $206K sold.

Financial & Tax Architects first reported a position in COP in Q4 2022 and held it in 2 quarters. The position peaked at $217K in Q4 2022. 2,336 funds tracked by Wall St. Rank hold COP as of Q2 2024.

  • Financial & Tax Architects reported no remaining ConocoPhillips position as of Q2 2024 after selling out during the quarter.
  • Financial & Tax Architects sold 1,617 ConocoPhillips shares in Q2 2024, an estimated $206K.
  • Financial & Tax Architects first reported a position in ConocoPhillips in Q4 2022 and held it in 2 quarters.
  • Financial & Tax Architects's ConocoPhillips position peaked at $217K in Q4 2022.
  • 2,336 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2024.

Based on Financial & Tax Architects's 13F filing for Q2 2024, filed 9 Aug 2024.