M&R Capital Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$678K Sell
6,438
-149
-2% -$16.4K 0.15% 71
2024
Q2
$753K Hold
6,587
0.18% 69
2024
Q1
$838K Sell
6,587
-1,421
-18% -$162K 0.21% 69
2023
Q4
$929K Buy
8,008
+435
+6% +$50.9K 0.23% 64
2023
Q3
$907K Buy
7,573
+700
+10% +$81.3K 0.25% 62
2023
Q2
$712K Sell
6,873
-158
-2% -$16.2K 0.19% 72
2023
Q1
$698K Sell
7,031
-900
-11% -$98.5K 0.2% 73
2022
Q4
$936K Buy
7,931
+440
+6% +$53.5K 0.26% 58
2022
Q3
$766K Buy
7,491
+565
+8% +$56.4K 0.22% 64
2022
Q2
$622K Buy
6,926
+850
+14% +$87.6K 0.16% 83
2022
Q1
$607K Hold
6,076
0.13% 91
2021
Q4
$438K Hold
6,076
0.09% 105
2021
Q3
$411K Sell
6,076
-1,731
-22% -$99.9K 0.09% 106
2021
Q2
$475K Buy
7,807
+176
+2% +$9.81K 0.11% 100
2021
Q1
$404K Sell
7,631
-400
-5% -$19.7K 0.1% 103
2020
Q4
$321K Sell
8,031
-373
-4% -$13.7K 0.07% 126
2020
Q3
$275K Sell
8,404
-5,125
-38% -$194K 0.07% 134
2020
Q2
$568K Buy
13,529
+1,405
+12% +$56.8K 0.15% 98
2020
Q1
$373K Buy
12,124
+150
+1% +$7.63K 0.11% 116
2019
Q4
$778K Buy
11,974
+3,325
+38% +$196K 0.17% 96
2019
Q3
$494K Sell
8,649
-301
-3% -$17.1K 0.11% 125
2019
Q2
$545K Hold
8,950
0.12% 118
2019
Q1
$561K Hold
8,950
0.13% 117
2018
Q4
$558K Sell
8,950
-729
-8% -$49.6K 0.15% 108
2018
Q3
$749K Sell
9,679
-104
-1% -$7.5K 0.16% 103
2018
Q2
$681K Sell
9,783
-100
-1% -$6.66K 0.16% 105
2018
Q1
$586K Sell
9,883
-300
-3% -$17K 0.14% 118
2017
Q4
$558K Buy
10,183
+284
+3% +$14.6K 0.13% 121
2017
Q3
$495K Sell
9,899
-96
-1% -$4.31K 0.12% 124
2017
Q2
$447K Sell
9,995
-987
-9% -$46K 0.11% 130
2017
Q1
$547K Sell
10,982
-579
-5% -$28K 0.14% 112
2016
Q4
$579K Sell
11,561
-26
-0.2% -$1.2K 0.16% 110
2016
Q3
$503K Buy
11,587
+5
+0% +$208 0.14% 115
2016
Q2
$505K Sell
11,582
-266
-2% -$11.7K 0.15% 111
2016
Q1
$477K Sell
11,848
-794
-6% -$30.2K 0.14% 112
2015
Q4
$590K Buy
12,642
+300
+2% +$15.7K 0.17% 102
2015
Q3
$592K Sell
12,342
-484
-4% -$24.6K 0.16% 103
2015
Q2
$788K Sell
12,826
-89
-0.7% -$5.8K 0.19% 93
2015
Q1
$804K Sell
12,915
-74
-0.6% -$4.79K 0.19% 92
2014
Q4
$897K Buy
12,989
+65
+0.5% +$4.54K 0.21% 83
2014
Q3
$989K Buy
12,924
+6
+0% +$491 0.23% 78
2014
Q2
$1.11M Sell
12,918
-93
-0.7% -$7.25K 0.26% 77
2014
Q1
$915K Sell
13,011
-93
-0.7% -$6.22K 0.22% 84
2013
Q4
$926 Sell
13,104
-113
-0.9% -$8.11K 0.24% 83
2013
Q3
$919K Buy
13,217
+71
+0.5% +$4.74K 0.26% 78
2013
Q2
$795K Buy
+13,146
New +$799K 0.23% 79

Other funds holding COP

M&R Capital Management's COP Position: Q3 2024 in Review

M&R Capital Management reduced its ConocoPhillips (COP) stake by 2.3% in Q3 2024, selling an estimated $16.4K and leaving 6,438 shares worth $678K. The position accounts for 0.15% of the portfolio, ranked #71.

M&R Capital Management first reported a position in COP in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.11M in Q2 2014. 2,262 funds tracked by Wall St. Rank hold COP as of Q3 2024.

  • M&R Capital Management held 6,438 shares of ConocoPhillips worth $678K as of Q3 2024.
  • M&R Capital Management sold 149 ConocoPhillips shares in Q3 2024, an estimated $16.4K.
  • ConocoPhillips made up 0.15% of M&R Capital Management's portfolio in Q3 2024, its #71 holding.
  • M&R Capital Management first reported a position in ConocoPhillips in Q2 2013 and has held it in 46 quarters since.
  • M&R Capital Management's ConocoPhillips position peaked at $1.11M in Q2 2014.
  • 2,262 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.