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Insight Advisors’s ConocoPhillips COP Stock Holding History

Insight 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
2023
Q1 		– Sell
-2,645
Closed -$302K – 309
2022
Q4 		$302K Sell
2,645
-434
-14% -$52.8K 0.11% 241
2022
Q3 		$315K Sell
3,079
-41
-1% -$4.09K 0.12% 208
2022
Q2 		$280K Sell
3,120
-429
-12% -$44.2K 0.1% 236
2022
Q1 		$355K Buy
+3,549
New +$326K 0.11% 227

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

Insight Advisors's COP Position: Q1 2023 in Review

Insight Advisors sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 2,645 shares — an estimated $302K sold.

Insight Advisors first reported a position in COP in Q1 2022 and held it in 4 quarters. The position peaked at $355K in Q1 2022. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

  • Insight Advisors reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
  • Insight Advisors sold 2,645 ConocoPhillips shares in Q1 2023, an estimated $302K.
  • Insight Advisors first reported a position in ConocoPhillips in Q1 2022 and held it in 4 quarters.
  • Insight Advisors's ConocoPhillips position peaked at $355K in Q1 2022.
  • 2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.