Independent Solutions Wealth Management’s ConocoPhillips COP Stock Holding History

Independent Solutions 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 Q1	–	Sell	-1,874	Closed	-$221K	–	215
2022 Q4	$221K	Sell	1,874 -1,348	-42%	-$164K	0.07%	202
2022 Q3	$330K	Sell	3,222 -699	-18%	-$69.7K	0.11%	152
2022 Q2	$352K	Sell	3,921 -34	-0.9%	-$3.5K	0.11%	139
2022 Q1	$395K	Buy	3,955 +1	+0%	+$92	0.09%	152
2021 Q4	$285K	Buy	3,954 +198	+5%	+$14.4K	0.07%	185
2021 Q3	$255K	Buy	+3,756	New	+$217K	0.06%	194

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Independent Solutions Wealth Management's COP Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 1,874 shares — an estimated $221K sold.

Independent Solutions Wealth Management first reported a position in COP in Q3 2021 and held it in 6 quarters. The position peaked at $395K in Q1 2022. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

Independent Solutions Wealth Management reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 1,874 ConocoPhillips shares in Q1 2023, an estimated $221K.
Independent Solutions Wealth Management first reported a position in ConocoPhillips in Q3 2021 and held it in 6 quarters.
Independent Solutions Wealth Management's ConocoPhillips position peaked at $395K in Q1 2022.
2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.