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Palumbo Wealth Management’s ConocoPhillips COP Stock Holding History

Palumbo 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
2022
Q2 		– Sell
-11,736
Closed -$1.17M – 84
2022
Q1 		$1.17M Buy
+11,736
New +$1.08M 0.75% 27

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Palumbo Wealth Management's COP Position: Q2 2022 in Review

Palumbo Wealth Management sold out of ConocoPhillips (COP) in Q2 2022, closing a stake of 11,736 shares — an estimated $1.17M sold.

Palumbo Wealth Management first reported a position in COP in Q1 2022 and held it in 1 quarter. The position peaked at $1.17M in Q1 2022. 1,991 funds tracked by Wall St. Rank hold COP as of Q2 2022.

  • Palumbo Wealth Management reported no remaining ConocoPhillips position as of Q2 2022 after selling out during the quarter.
  • Palumbo Wealth Management sold 11,736 ConocoPhillips shares in Q2 2022, an estimated $1.17M.
  • Palumbo Wealth Management first reported a position in ConocoPhillips in Q1 2022 and held it in 1 quarter.
  • Palumbo Wealth Management's ConocoPhillips position peaked at $1.17M in Q1 2022.
  • 1,991 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2022.

Based on Palumbo Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.