Litman Gregory Wealth Management’s ConocoPhillips COP Stock Holding History

Litman Gregory 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
2019 Q4	–	Sell	-131	Closed	-$7K	–	221
2019 Q3	$7K	Sell	131 -130	-50%	-$7.4K	﹤0.01%	144
2019 Q2	$16K	Buy	+261	New	+$16.2K	﹤0.01%	145
2018 Q2	–	Sell	-880	Closed	-$52K	–	111
2018 Q1	$52K	Buy	880 +196	+29%	+$11.1K	0.02%	94
2017 Q4	$38	Hold	684	–	–	0.01%	56
2017 Q3	$34K	Buy	+684	New	+$30.7K	0.02%	59

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 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Litman Gregory Wealth Management's COP Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of ConocoPhillips (COP) in Q4 2019, closing a stake of 131 shares — an estimated $7K sold.

Litman Gregory Wealth Management first reported a position in COP in Q3 2017 and held it in 5 quarters. The position peaked at $52K in Q1 2018. 1,659 funds tracked by Wall St. Rank hold COP as of Q4 2019.

Litman Gregory Wealth Management reported no remaining ConocoPhillips position as of Q4 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 131 ConocoPhillips shares in Q4 2019, an estimated $7K.
Litman Gregory Wealth Management first reported a position in ConocoPhillips in Q3 2017 and held it in 5 quarters.
Litman Gregory Wealth Management's ConocoPhillips position peaked at $52K in Q1 2018.
1,659 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.