Long Run Wealth Advisors’s ConocoPhillips COP Stock Holding History

Long Run 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
2023 Q3	–	Sell	-2,549	Closed	-$264K	–	85
2023 Q2	$264K	Buy	2,549 +320	+14%	+$32.9K	0.08%	85
2023 Q1	$221K	Buy	+2,229	New	+$244K	0.08%	90

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

Long Run Wealth Advisors's COP Position: Q3 2023 in Review

Long Run Wealth Advisors sold out of ConocoPhillips (COP) in Q3 2023, closing a stake of 2,549 shares — an estimated $264K sold.

Long Run Wealth Advisors first reported a position in COP in Q1 2023 and held it in 2 quarters. The position peaked at $264K in Q2 2023. 2,178 funds tracked by Wall St. Rank hold COP as of Q3 2023.

Long Run Wealth Advisors reported no remaining ConocoPhillips position as of Q3 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 2,549 ConocoPhillips shares in Q3 2023, an estimated $264K.
Long Run Wealth Advisors first reported a position in ConocoPhillips in Q1 2023 and held it in 2 quarters.
Long Run Wealth Advisors's ConocoPhillips position peaked at $264K in Q2 2023.
2,178 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2023.

Based on Long Run Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.