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Lake Hills Wealth Management’s ConocoPhillips COP Stock Holding History

Lake Hills 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
2025
Q1 		– Sell
-2,154
Closed -$214K – 47
2024
Q4 		$214K Buy
+2,154
New +$229K 0.15% 58
2024
Q1 		– Sell
-2,103
Closed -$244K – 47
2023
Q4 		$244K Buy
+2,103
New +$246K 0.24% 32

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Lake Hills Wealth Management's COP Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of ConocoPhillips (COP) in Q1 2025, closing a stake of 2,154 shares — an estimated $214K sold.

Lake Hills Wealth Management first reported a position in COP in Q4 2023 and held it in 2 quarters. The position peaked at $244K in Q4 2023. 2,395 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • Lake Hills Wealth Management reported no remaining ConocoPhillips position as of Q1 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 2,154 ConocoPhillips shares in Q1 2025, an estimated $214K.
  • Lake Hills Wealth Management first reported a position in ConocoPhillips in Q4 2023 and held it in 2 quarters.
  • Lake Hills Wealth Management's ConocoPhillips position peaked at $244K in Q4 2023.
  • 2,395 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.