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MFA Wealth Advisors’s ConocoPhillips COP Stock Holding History

MFA 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
2024
Q4 		– Sell
-100
Closed -$10.5K – 133
2024
Q3 		$10.5K Sell
100
-305
-75% -$33.5K ﹤0.01% 330
2024
Q2 		$46.3K Buy
+405
New +$49.2K 0.01% 188
2020
Q3 		– Sell
-462
Closed -$19.4K – 66
2020
Q2 		$19.4K Buy
+462
New +$18.7K 0.01% 122

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFA Wealth Advisors's COP Position: Q4 2024 in Review

MFA Wealth Advisors sold out of ConocoPhillips (COP) in Q4 2024, closing a stake of 100 shares — an estimated $10.5K sold.

MFA Wealth Advisors first reported a position in COP in Q2 2020 and held it in 3 quarters. The position peaked at $46.3K in Q2 2024. 2,453 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • MFA Wealth Advisors reported no remaining ConocoPhillips position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 100 ConocoPhillips shares in Q4 2024, an estimated $10.5K.
  • MFA Wealth Advisors first reported a position in ConocoPhillips in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's ConocoPhillips position peaked at $46.3K in Q2 2024.
  • 2,453 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.