KWAG
COP icon

Kiely Wealth Advisory Group’s ConocoPhillips COP Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$9.95K Hold
100
– – 0.01% 199
2024
Q3 		$11.1K Hold
100
– – 0.01% 195
2024
Q2 		$10.8K Buy
+100
New +$12.1K 0.01% 179

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's COP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its ConocoPhillips (COP) position steady in Q4 2024 at 100 shares worth $9.95K. The position accounts for 0.01% of the portfolio, ranked #199.

Kiely Wealth Advisory Group first reported a position in COP in Q2 2024 and has held it in 3 quarters since. The position peaked at $11.1K in Q3 2024. 2,453 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • Kiely Wealth Advisory Group held 100 shares of ConocoPhillips worth $9.95K as of Q4 2024.
  • Kiely Wealth Advisory Group left its ConocoPhillips share count unchanged in Q4 2024.
  • ConocoPhillips made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #199 holding.
  • Kiely Wealth Advisory Group first reported a position in ConocoPhillips in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's ConocoPhillips position peaked at $11.1K in Q3 2024.
  • 2,453 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.