KWM
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Kolinsky Wealth Management’s ConocoPhillips COP Stock Holding History

Kolinsky 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
2024
Q4 		$250K Buy
2,521
+1
+0% +$106 0.15% 133
2024
Q3 		$265K Sell
2,520
-129
-5% -$14.2K 0.17% 131
2024
Q2 		$303K Sell
2,649
-16
-0.6% -$1.94K 0.22% 110
2024
Q1 		$339K Sell
2,665
-69
-3% -$7.87K 0.26% 94
2023
Q4 		$317K Buy
2,734
+56
+2% +$6.55K 0.28% 89
2023
Q3 		$321K Buy
2,678
+119
+5% +$13.8K 0.32% 77
2023
Q2 		$264K Buy
2,559
+64
+3% +$6.58K 0.25% 100
2023
Q1 		$248K Sell
2,495
-182
-7% -$19.9K 0.26% 101
2022
Q4 		$316K Sell
2,677
-40
-1% -$4.86K 0.36% 72
2022
Q3 		$278K Sell
2,717
-55
-2% -$5.49K 0.35% 74
2022
Q2 		$249K Sell
2,772
-56
-2% -$5.77K 0.29% 91
2022
Q1 		$283K Buy
+2,828
New +$260K 0.28% 90

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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