PIA
COP icon

Powell Investment Advisors’s ConocoPhillips COP Stock Holding History

Powell Investment 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
2020
Q3 		– Sell
-5,937
Closed -$249K – 117
2020
Q2 		$249K Buy
+5,937
New +$240K 0.24% 72
2020
Q1 		– Sell
-6,015
Closed -$391K – 117
2019
Q4 		$391K Buy
+6,015
New +$354K 0.41% 55

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Powell Investment Advisors's COP Position: Q3 2020 in Review

Powell Investment Advisors sold out of ConocoPhillips (COP) in Q3 2020, closing a stake of 5,937 shares — an estimated $249K sold.

Powell Investment Advisors first reported a position in COP in Q4 2019 and held it in 2 quarters. The position peaked at $391K in Q4 2019. 1,256 funds tracked by Wall St. Rank hold COP as of Q3 2020.

  • Powell Investment Advisors reported no remaining ConocoPhillips position as of Q3 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 5,937 ConocoPhillips shares in Q3 2020, an estimated $249K.
  • Powell Investment Advisors first reported a position in ConocoPhillips in Q4 2019 and held it in 2 quarters.
  • Powell Investment Advisors's ConocoPhillips position peaked at $391K in Q4 2019.
  • 1,256 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2020.

Based on Powell Investment Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.