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Keener Financial Planning’s ConocoPhillips COP Stock Holding History

Keener Financial Planning’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
2024
Q3 		– Sell
-33
Closed -$3K – 180
2024
Q2 		$3K Hold
33
– – ﹤0.01% 169
2024
Q1 		$5K Hold
33
– – ﹤0.01% 171
2023
Q4 		$4K Buy
+33
New +$3.86K ﹤0.01% 167

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keener Financial Planning's COP Position: Q3 2024 in Review

Keener Financial Planning sold out of ConocoPhillips (COP) in Q3 2024, closing a stake of 33 shares — an estimated $3K sold.

Keener Financial Planning first reported a position in COP in Q4 2023 and held it in 3 quarters. The position peaked at $5K in Q1 2024. 2,262 funds tracked by Wall St. Rank hold COP as of Q3 2024.

  • Keener Financial Planning reported no remaining ConocoPhillips position as of Q3 2024 after selling out during the quarter.
  • Keener Financial Planning sold 33 ConocoPhillips shares in Q3 2024, an estimated $3K.
  • Keener Financial Planning first reported a position in ConocoPhillips in Q4 2023 and held it in 3 quarters.
  • Keener Financial Planning's ConocoPhillips position peaked at $5K in Q1 2024.
  • 2,262 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2024.

Based on Keener Financial Planning's 13F filing for Q3 2024, filed 18 Oct 2024.