LWA
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Lineweaver Wealth Advisors’s ConocoPhillips COP Stock Holding History

Lineweaver Wealth Advisors’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
2024
Q3 		– Sell
-1,812
Closed -$207K – 128
2024
Q2 		$207K Sell
1,812
-429
-19% -$52.1K 0.04% 124
2024
Q1 		$285K Sell
2,241
-137
-6% -$15.6K 0.07% 113
2023
Q4 		$276K Sell
2,378
-9,335
-80% -$1.09M 0.07% 114
2023
Q3 		$1.4M Sell
11,713
-5,699
-33% -$662K 0.41% 50
2023
Q2 		$1.8M Sell
17,412
-281
-2% -$28.9K 0.51% 42
2023
Q1 		$1.76M Buy
17,693
+9,086
+106% +$994K 0.54% 42
2022
Q4 		$1.02M Sell
8,607
-7,891
-48% -$959K 0.31% 62
2022
Q3 		$1.69M Buy
16,498
+1,855
+13% +$185K 0.55% 42
2022
Q2 		$1.31M Buy
+14,643
New +$1.51M 0.43% 46

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return