Moller Wealth Partners’s ConocoPhillips COP Stock Holding History

Moller Wealth Partners’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	-1,957	Closed	-$200K	–	49
2022 Q3	$200K	Sell	1,957 -1,020	-34%	-$102K	0.07%	47
2022 Q2	$267K	Sell	2,977 -905	-23%	-$93.2K	0.09%	39
2022 Q1	$388K	Sell	3,882 -77	-2%	-$7.08K	0.12%	39
2021 Q4	$286K	Hold	3,959	–	–	0.09%	42
2021 Q3	$268K	Hold	3,959	–	–	0.09%	42
2021 Q2	$241K	Sell	3,959 -400	-9%	-$22.3K	0.08%	44
2021 Q1	$231K	Buy	+4,359	New	+$215K	0.08%	45
2020 Q1	–	Sell	-3,959	Closed	-$257K	–	46
2019 Q4	$257K	Hold	3,959	–	–	0.11%	45
2019 Q3	$226K	Hold	3,959	–	–	0.11%	45
2019 Q2	$241K	Hold	3,959	–	–	0.12%	45
2019 Q1	$264K	Hold	3,959	–	–	0.12%	49
2018 Q4	$260K	Hold	3,959	–	–	0.17%	55
2018 Q3	$306K	Hold	3,959	–	–	0.13%	37
2018 Q2	$276K	Sell	3,959 -844	-18%	-$56.2K	0.11%	38
2018 Q1	$285K	Sell	4,803 -850	-15%	-$48.1K	0.12%	37
2017 Q4	$310K	Hold	5,653	–	–	0.12%	39
2017 Q3	$283K	Hold	5,653	–	–	0.11%	38
2017 Q2	$249K	Hold	5,653	–	–	0.1%	40
2017 Q1	$282K	Hold	5,653	–	–	0.12%	38
2016 Q4	$283K	Hold	5,653	–	–	0.14%	37
2016 Q3	$246K	Hold	5,653	–	–	0.11%	40
2016 Q2	$246K	Hold	5,653	–	–	0.12%	39
2016 Q1	$228K	Hold	5,653	–	–	0.13%	37
2015 Q4	$264K	Hold	5,653	–	–	0.15%	34
2015 Q3	$271K	Hold	5,653	–	–	0.25%	30
2015 Q2	$347K	Hold	5,653	–	–	0.16%	35
2015 Q1	$352K	Hold	5,653	–	–	0.16%	36
2014 Q4	$390K	Hold	5,653	–	–	0.19%	34
2014 Q3	$433K	Hold	5,653	–	–	0.2%	39
2014 Q2	$485K	Hold	5,653	–	–	0.22%	37
2014 Q1	$398K	Hold	5,653	–	–	0.2%	38
2013 Q4	$399K	Hold	5,653	–	–	0.21%	37
2013 Q3	$393K	Hold	5,653	–	–	0.25%	37
2013 Q2	$342K	Buy	+5,653	New	+$344K	0.25%	39

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moller Wealth Partners's COP Position: Q4 2022 in Review

Moller Wealth Partners sold out of ConocoPhillips (COP) in Q4 2022, closing a stake of 1,957 shares — an estimated $200K sold.

Moller Wealth Partners first reported a position in COP in Q2 2013 and held it in 34 quarters. The position peaked at $485K in Q2 2014. 2,165 funds tracked by Wall St. Rank hold COP as of Q4 2022.

Moller Wealth Partners reported no remaining ConocoPhillips position as of Q4 2022 after selling out during the quarter.
Moller Wealth Partners sold 1,957 ConocoPhillips shares in Q4 2022, an estimated $200K.
Moller Wealth Partners first reported a position in ConocoPhillips in Q2 2013 and held it in 34 quarters.
Moller Wealth Partners's ConocoPhillips position peaked at $485K in Q2 2014.
2,165 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2022.

Based on Moller Wealth Partners's 13F filing for Q4 2022, filed 18 Jan 2023.