LifePlan Financial Group’s ConocoPhillips COP Stock Holding History

LifePlan Financial Group’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
2020 Q3	$4K	Hold	134	–	–	﹤0.01%	492
2020 Q2	$6K	Sell	134 -21	-14%	-$849	﹤0.01%	457
2020 Q1	$5K	Hold	155	–	–	﹤0.01%	449
2019 Q4	$10K	Sell	155 -300	-66%	-$17.6K	﹤0.01%	414
2019 Q3	$26K	Sell	455 -150	-25%	-$8.54K	0.01%	310
2019 Q2	$37K	Hold	605	–	–	0.02%	273
2019 Q1	$40K	Sell	605 -5	-0.8%	-$336	0.02%	267
2018 Q4	$38K	Hold	610	–	–	0.02%	265
2018 Q3	$47K	Hold	610	–	–	0.03%	254
2018 Q2	$42K	Hold	610	–	–	0.02%	262
2018 Q1	$36K	Buy	+610	New	+$34.5K	0.02%	265
2014 Q2	–	Sell	-701	Closed	-$49K	–	89
2014 Q1	$49K	Buy	701 +150	+27%	+$10K	0.04%	119
2013 Q4	$39K	Hold	551	–	–	0.03%	115
2013 Q3	$38K	Hold	551	–	–	0.03%	112
2013 Q2	$33K	Buy	+551	New	+$33.5K	0.04%	83

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's COP Position: Q3 2020 in Review

LifePlan Financial Group held its ConocoPhillips (COP) position steady in Q3 2020 at 134 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

LifePlan Financial Group first reported a position in COP in Q2 2013 and has held it in 15 quarters since. The position peaked at $49K in Q1 2014. 1,256 funds tracked by Wall St. Rank hold COP as of Q3 2020.

LifePlan Financial Group held 134 shares of ConocoPhillips worth $4K as of Q3 2020.
LifePlan Financial Group left its ConocoPhillips share count unchanged in Q3 2020.
ConocoPhillips made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #492 holding.
LifePlan Financial Group first reported a position in ConocoPhillips in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's ConocoPhillips position peaked at $49K in Q1 2014.
1,256 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.