Hefty Wealth Partners’s ConocoPhillips COP Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$27K	Hold	452	–	–	0.02%	161
2017 Q4	$25K	Sell	452 -88	-16%	-$4.53K	0.02%	159
2017 Q3	$27K	Hold	540	–	–	0.02%	152
2017 Q2	$23K	Hold	540	–	–	0.02%	145
2017 Q1	$26K	Hold	540	–	–	0.02%	145
2016 Q4	$27K	Hold	540	–	–	0.02%	139
2016 Q3	$23K	Buy	540 +452	+514%	+$18.8K	0.02%	153
2016 Q2	$3K	Hold	88	–	–	﹤0.01%	181
2016 Q1	$3K	Hold	88	–	–	﹤0.01%	188
2015 Q4	$4K	Buy	+88	New	+$4.6K	﹤0.01%	165

Other funds holding COP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hefty Wealth Partners's COP Position: Q1 2018 in Review

Hefty Wealth Partners held its ConocoPhillips (COP) position steady in Q1 2018 at 452 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #161.

Hefty Wealth Partners first reported a position in COP in Q4 2015 and has held it in 10 quarters since. 1,466 funds tracked by Wall St. Rank hold COP as of Q1 2018.

Hefty Wealth Partners held 452 shares of ConocoPhillips worth $27K as of Q1 2018.
Hefty Wealth Partners left its ConocoPhillips share count unchanged in Q1 2018.
ConocoPhillips made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #161 holding.
Hefty Wealth Partners first reported a position in ConocoPhillips in Q4 2015 and has held it in 10 quarters since.
1,466 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.