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Northwest Financial Advisors’s ConocoPhillips COP Stock Holding History

Northwest Financial 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
-77
Closed -$8.14K – 193
2024
Q3 		$8.14K Buy
+77
New +$8.46K 0.01% 415
2024
Q1 		– Sell
-76
Closed -$8.8K – 171
2023
Q4 		$8.8K Buy
+76
New +$8.89K 0.01% 392

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

Northwest Financial Advisors's COP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of ConocoPhillips (COP) in Q4 2024, closing a stake of 77 shares — an estimated $8.14K sold.

Northwest Financial Advisors first reported a position in COP in Q4 2023 and held it in 2 quarters. The position peaked at $8.8K in Q4 2023. 2,454 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining ConocoPhillips position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 77 ConocoPhillips shares in Q4 2024, an estimated $8.14K.
  • Northwest Financial Advisors first reported a position in ConocoPhillips in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's ConocoPhillips position peaked at $8.8K in Q4 2023.
  • 2,454 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.