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Goodwin Investment Advisory’s ConocoPhillips COP Stock Holding History

Goodwin Investment Advisory’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
-262
Closed -$30.9K – 109
2022
Q4 		$30.9K Hold
262
– – 0.02% 107
2022
Q3 		$27K Buy
+262
New +$26.1K 0.02% 113
2022
Q2 		– Sell
-247
Closed -$25K – 176
2022
Q1 		$25K Buy
+247
New +$22.7K 0.02% 112

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goodwin Investment Advisory's COP Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 262 shares — an estimated $30.9K sold.

Goodwin Investment Advisory first reported a position in COP in Q1 2022 and held it in 3 quarters. The position peaked at $30.9K in Q4 2022. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 262 ConocoPhillips shares in Q1 2023, an estimated $30.9K.
  • Goodwin Investment Advisory first reported a position in ConocoPhillips in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's ConocoPhillips position peaked at $30.9K in Q4 2022.
  • 2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.