PCA Investment Advisory Services’s ConocoPhillips COP Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-394	Closed	-$40.9K	–	167
2023 Q2	$40.9K	Buy	+394	New	+$40.5K	0.02%	278

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

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

PCA Investment Advisory Services's COP Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of ConocoPhillips (COP) in Q3 2023, closing a stake of 394 shares — an estimated $40.9K sold.

PCA Investment Advisory Services first reported a position in COP in Q2 2023 and held it in 1 quarter. The position peaked at $40.9K in Q2 2023. 2,178 funds tracked by Wall St. Rank hold COP as of Q3 2023.

PCA Investment Advisory Services reported no remaining ConocoPhillips position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 394 ConocoPhillips shares in Q3 2023, an estimated $40.9K.
PCA Investment Advisory Services first reported a position in ConocoPhillips in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's ConocoPhillips position peaked at $40.9K in Q2 2023.
2,178 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.