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Legacy Capital Group California’s ConocoPhillips COP Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-3,830
Closed -$380K – 269
2023
Q1 		$380K Buy
+3,830
New +$419K 0.19% 163

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Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Capital Group California's COP Position: Q2 2023 in Review

Legacy Capital Group California sold out of ConocoPhillips (COP) in Q2 2023, closing a stake of 3,830 shares — an estimated $380K sold.

Legacy Capital Group California first reported a position in COP in Q1 2023 and held it in 1 quarter. The position peaked at $380K in Q1 2023. 2,102 funds tracked by Wall St. Rank hold COP as of Q2 2023.

  • Legacy Capital Group California reported no remaining ConocoPhillips position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 3,830 ConocoPhillips shares in Q2 2023, an estimated $380K.
  • Legacy Capital Group California first reported a position in ConocoPhillips in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's ConocoPhillips position peaked at $380K in Q1 2023.
  • 2,102 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.