Lake Point Wealth Management’s ConocoPhillips COP Stock Holding History

Lake Point 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
2022 Q2	$4K	Buy	43 +5	+13%	+$515	﹤0.01%	247
2022 Q1	$4K	Buy	38 +30	+375%	+$2.76K	﹤0.01%	253
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	380
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	356
2021 Q2	$0	Buy	+8	New	+$446	﹤0.01%	419
2020 Q1	$0	Hold	8	–	–	﹤0.01%	406
2019 Q4	$1K	Buy	+8	New	+$470	﹤0.01%	550
2019 Q2	$47K	Hold	772	–	–	0.02%	139
2019 Q1	$47K	Sell	772 -198	-20%	-$13.3K	0.02%	139
2018 Q4	$60K	Buy	+970	New	+$66K	0.02%	241

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lake Point Wealth Management's COP Position: Q2 2022 in Review

Lake Point Wealth Management increased its ConocoPhillips (COP) stake by 13% in Q2 2022, buying an estimated $515 and bringing the position to 43 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Lake Point Wealth Management first reported a position in COP in Q4 2018 and has held it in 10 quarters since. The position peaked at $60K in Q4 2018. 1,991 funds tracked by Wall St. Rank hold COP as of Q2 2022.

Lake Point Wealth Management held 43 shares of ConocoPhillips worth $4K as of Q2 2022.
Lake Point Wealth Management bought 5 ConocoPhillips shares in Q2 2022, an estimated $515.
ConocoPhillips made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #247 holding.
Lake Point Wealth Management first reported a position in ConocoPhillips in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's ConocoPhillips position peaked at $60K in Q4 2018.
1,991 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.