Lehman & Derafelo Financial Resources’s ConocoPhillips COP Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$220K	Sell	1,866 -211	-10%	-$25.6K	0.07%	102
2022 Q3	$215K	Buy	+2,077	New	+$207K	0.07%	94
2022 Q2	–	Sell	-2,077	Closed	-$208K	–	204
2022 Q1	$208K	Buy	+2,077	New	+$191K	0.06%	107
2020 Q1	–	Sell	-6,061	Closed	-$394K	–	200
2019 Q4	$394K	Buy	6,061 +634	+12%	+$37.3K	0.14%	69
2019 Q3	$309K	Buy	5,427 +466	+9%	+$26.5K	0.12%	73
2019 Q2	$297K	Hold	4,961	–	–	0.12%	75
2019 Q1	$331K	Hold	4,961	–	–	0.14%	67
2018 Q4	$309K	Buy	+4,961	New	+$338K	0.15%	61

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Lehman & Derafelo Financial Resources's COP Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its ConocoPhillips (COP) stake by 10% in Q4 2022, selling an estimated $25.6K and leaving 1,866 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #102.

Lehman & Derafelo Financial Resources first reported a position in COP in Q4 2018 and has held it in 8 quarters since. The position peaked at $394K in Q4 2019. 2,164 funds tracked by Wall St. Rank hold COP as of Q4 2022.

Lehman & Derafelo Financial Resources held 1,866 shares of ConocoPhillips worth $220K as of Q4 2022.
Lehman & Derafelo Financial Resources sold 211 ConocoPhillips shares in Q4 2022, an estimated $25.6K.
ConocoPhillips made up 0.07% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #102 holding.
Lehman & Derafelo Financial Resources first reported a position in ConocoPhillips in Q4 2018 and has held it in 8 quarters since.
Lehman & Derafelo Financial Resources's ConocoPhillips position peaked at $394K in Q4 2019.
2,164 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.