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Piershale Financial Group’s ConocoPhillips COP Stock Holding History

Piershale Financial Group’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
Q2 		– Sell
-40
Closed -$3.97K – 272
2023
Q1 		$3.97K Hold
40
– – ﹤0.01% 196
2022
Q4 		$4.72K Buy
+40
New +$4.86K ﹤0.01% 182
2015
Q1 		– Sell
-25,370
Closed -$1.75M – 135
2014
Q4 		$1.75M Buy
25,370
+1,671
+7% +$117K 1.14% 23
2014
Q3 		$1.81M Buy
+23,699
New +$1.94M 1.45% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Piershale Financial Group's COP Position: Q2 2023 in Review

Piershale Financial Group sold out of ConocoPhillips (COP) in Q2 2023, closing a stake of 40 shares — an estimated $3.97K sold.

Piershale Financial Group first reported a position in COP in Q3 2014 and held it in 4 quarters. The position peaked at $1.81M in Q3 2014. 2,102 funds tracked by Wall St. Rank hold COP as of Q2 2023.

  • Piershale Financial Group reported no remaining ConocoPhillips position as of Q2 2023 after selling out during the quarter.
  • Piershale Financial Group sold 40 ConocoPhillips shares in Q2 2023, an estimated $3.97K.
  • Piershale Financial Group first reported a position in ConocoPhillips in Q3 2014 and held it in 4 quarters.
  • Piershale Financial Group's ConocoPhillips position peaked at $1.81M in Q3 2014.
  • 2,102 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.