Polaris Wealth Advisory Group’s ConocoPhillips COP Stock Holding History

Polaris Wealth Advisory 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
2021 Q3	–	Sell	-250,207	Closed	-$15.7M	–	181
2021 Q2	$15.7M	Buy	+250,207	New	+$13.9M	0.93%	38
2019 Q3	–	Sell	-61,149	Closed	-$3.81M	–	157
2019 Q2	$3.81M	Buy	+61,149	New	+$3.81M	0.29%	60
2018 Q4	–	Sell	-280	Closed	-$22K	–	206
2018 Q3	$22K	Buy	+280	New	+$20.2K	﹤0.01%	314
2018 Q2	–	Sell	-280	Closed	-$17K	–	284
2018 Q1	$17K	Buy	+280	New	+$15.8K	﹤0.01%	307

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group's COP Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of ConocoPhillips (COP) in Q3 2021, closing a stake of 250,207 shares — an estimated $15.7M sold.

Polaris Wealth Advisory Group first reported a position in COP in Q1 2018 and held it in 4 quarters. The position peaked at $15.7M in Q2 2021. 1,640 funds tracked by Wall St. Rank hold COP as of Q3 2021.

Polaris Wealth Advisory Group reported no remaining ConocoPhillips position as of Q3 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 250,207 ConocoPhillips shares in Q3 2021, an estimated $15.7M.
Polaris Wealth Advisory Group first reported a position in ConocoPhillips in Q1 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's ConocoPhillips position peaked at $15.7M in Q2 2021.
1,640 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.