LGWM
CXO

Litman Gregory Wealth Management’s CONCHO RESOURCES INC. CXO Stock Holding History

Litman Gregory Wealth Management’s Portfolio CXO Stock Details CXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11
Closed -$1K – 271
2019
Q3 		$1K Sell
11
-10
-48% -$814 ﹤0.01% 220
2019
Q2 		$2K Buy
+21
New +$2.27K ﹤0.01% 226

Other funds holding CXO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Litman Gregory Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q4 2019, closing a stake of 11 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in CXO in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 451 funds tracked by Wall St. Rank hold CXO as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 11 CONCHO RESOURCES INC. shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in CONCHO RESOURCES INC. in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's CONCHO RESOURCES INC. position peaked at $2K in Q2 2019.
  • 451 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q4 2019.

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