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Geller Advisors’s ConocoPhillips COP Stock Holding History

Geller 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
2024
Q4 		$219K Sell
2,212
-141
-6% -$15K 0.01% 245
2024
Q3 		$248K Sell
2,353
-77
-3% -$8.46K 0.02% 229
2024
Q2 		$278K Hold
2,430
– – 0.02% 216
2024
Q1 		$309K Sell
2,430
-501
-17% -$57.1K 0.03% 203
2023
Q4 		$340K Buy
2,931
+3
+0.1% +$351 0.03% 181
2023
Q3 		$353K Buy
2,928
+491
+20% +$57K 0.04% 162
2023
Q2 		$254K Buy
2,437
+369
+18% +$37.9K 0.03% 212
2023
Q1 		$206K Buy
+2,068
New +$226K 0.03% 172

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

Geller Advisors's COP Position: Q4 2024 in Review

Geller Advisors reduced its ConocoPhillips (COP) stake by 6% in Q4 2024, selling an estimated $15K and leaving 2,212 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #245.

Geller Advisors first reported a position in COP in Q1 2023 and has held it in 8 quarters since. The position peaked at $353K in Q3 2023. 2,453 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • Geller Advisors held 2,212 shares of ConocoPhillips worth $219K as of Q4 2024.
  • Geller Advisors sold 141 ConocoPhillips shares in Q4 2024, an estimated $15K.
  • ConocoPhillips made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #245 holding.
  • Geller Advisors first reported a position in ConocoPhillips in Q1 2023 and has held it in 8 quarters since.
  • Geller Advisors's ConocoPhillips position peaked at $353K in Q3 2023.
  • 2,453 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.