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Kula Investments’s ConocoPhillips COP Stock Holding History

Kula Investments’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 		$2.32M Buy
23,355
+15,182
+186% +$1.66M 0.57% 8
2022
Q4 		$964K Buy
+8,173
New +$993K 0.28% 55

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

Kula Investments's COP Position: Q1 2023 in Review

Kula Investments increased its ConocoPhillips (COP) stake by 186% in Q1 2023, buying an estimated $1.66M and bringing the position to 23,355 shares worth $2.32M. The position accounts for 0.57% of the portfolio, ranked #8.

Kula Investments first reported a position in COP in Q4 2022 and has held it in 2 quarters since. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

  • Kula Investments held 23,355 shares of ConocoPhillips worth $2.32M as of Q1 2023.
  • Kula Investments bought 15,182 ConocoPhillips shares in Q1 2023, an estimated $1.66M.
  • ConocoPhillips made up 0.57% of Kula Investments's portfolio in Q1 2023, its #8 holding.
  • Kula Investments first reported a position in ConocoPhillips in Q4 2022 and has held it in 2 quarters since.
  • 2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.