MIA
COP icon

Milestone Investment Advisors’s ConocoPhillips COP Stock Holding History

Milestone Investment 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
Q4 		– Sell
-388
Closed -$46.5K – 192
2023
Q3 		$46.5K Buy
+388
New +$45K 0.01% 205
2023
Q2 		– Sell
-1,188
Closed -$118K – 186
2023
Q1 		$118K Buy
+1,188
New +$130K 0.04% 132

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Milestone Investment Advisors's COP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of ConocoPhillips (COP) in Q4 2023, closing a stake of 388 shares — an estimated $46.5K sold.

Milestone Investment Advisors first reported a position in COP in Q1 2023 and held it in 2 quarters. The position peaked at $118K in Q1 2023. 2,267 funds tracked by Wall St. Rank hold COP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining ConocoPhillips position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 388 ConocoPhillips shares in Q4 2023, an estimated $46.5K.
  • Milestone Investment Advisors first reported a position in ConocoPhillips in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's ConocoPhillips position peaked at $118K in Q1 2023.
  • 2,267 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.