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LWM Advisory Services’s ConocoPhillips COP Stock Holding History

LWM Advisory Services’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
2022
Q4 		– Sell
-2,085
Closed -$231K – 92
2022
Q3 		$231K Buy
+2,085
New +$208K 0.26% 104

Other funds holding COP

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BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LWM Advisory Services's COP Position: Q4 2022 in Review

LWM Advisory Services sold out of ConocoPhillips (COP) in Q4 2022, closing a stake of 2,085 shares — an estimated $231K sold.

LWM Advisory Services first reported a position in COP in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 2,165 funds tracked by Wall St. Rank hold COP as of Q4 2022.

  • LWM Advisory Services reported no remaining ConocoPhillips position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 2,085 ConocoPhillips shares in Q4 2022, an estimated $231K.
  • LWM Advisory Services first reported a position in ConocoPhillips in Q3 2022 and held it in 1 quarter.
  • LWM Advisory Services's ConocoPhillips position peaked at $231K in Q3 2022.
  • 2,165 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.