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Graham Capital Wealth Management’s ConocoPhillips COP Stock Holding History

Graham Capital Wealth Management’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
Q2 		– Sell
-362
Closed -$359K – 57
2023
Q1 		$359K Buy
+362
New +$39.6K 0.05% 130

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Massachusetts Financial Services
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
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Graham Capital Wealth Management's COP Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of ConocoPhillips (COP) in Q2 2023, closing a stake of 362 shares — an estimated $359K sold.

Graham Capital Wealth Management first reported a position in COP in Q1 2023 and held it in 1 quarter. The position peaked at $359K in Q1 2023. 2,102 funds tracked by Wall St. Rank hold COP as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining ConocoPhillips position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 362 ConocoPhillips shares in Q2 2023, an estimated $359K.
  • Graham Capital Wealth Management first reported a position in ConocoPhillips in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's ConocoPhillips position peaked at $359K in Q1 2023.
  • 2,102 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.