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MinichMacGregor Wealth Management’s ConocoPhillips COP Stock Holding History

MinichMacGregor Wealth Management’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
Q1 		– Sell
-846
Closed -$99.9K – 199
2022
Q4 		$99.9K Buy
+846
New +$103K 0.04% 113
2019
Q1 		– Sell
-29,747
Closed -$1.49M – 62
2018
Q4 		$1.49M Buy
29,747
+27,926
+1,534% +$1.9M 1.02% 36
2018
Q3 		$145K Hold
1,821
– – 0.1% 55
2018
Q2 		$124K Buy
1,821
+359
+25% +$23.9K 0.09% 63
2018
Q1 		$86K Sell
1,462
-15
-1% -$848 0.07% 77
2017
Q4 		$81K Buy
1,477
+9
+0.6% +$463 0.06% 75
2017
Q3 		$73K Sell
1,468
-115
-7% -$5.17K 0.06% 81
2017
Q2 		$69K Buy
1,583
+20
+1% +$933 0.06% 80
2017
Q1 		$77K Hold
1,563
– – 0.07% 75
2016
Q4 		$78K Buy
1,563
+119
+8% +$5.49K 0.07% 79
2016
Q3 		$62K Buy
1,444
+538
+59% +$22.4K 0.06% 96
2016
Q2 		$39K Sell
906
-145
-14% -$6.39K 0.04% 127
2016
Q1 		$42K Buy
1,051
+522
+99% +$19.8K 0.04% 116
2015
Q4 		$33K Buy
+529
New +$27.6K 0.03% 133

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MinichMacGregor Wealth Management's COP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 846 shares — an estimated $99.9K sold.

MinichMacGregor Wealth Management first reported a position in COP in Q4 2015 and held it in 14 quarters. The position peaked at $1.49M in Q4 2018. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 846 ConocoPhillips shares in Q1 2023, an estimated $99.9K.
  • MinichMacGregor Wealth Management first reported a position in ConocoPhillips in Q4 2015 and held it in 14 quarters.
  • MinichMacGregor Wealth Management's ConocoPhillips position peaked at $1.49M in Q4 2018.
  • 2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.