Prio Wealth Limited Partnership’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.45M Buy
13,773
+41
+0.3% +$4.5K 0.04% 130
2024
Q2
$1.57M Sell
13,732
-1,392
-9% -$169K 0.05% 125
2024
Q1
$1.93M Sell
15,124
-652
-4% -$74.4K 0.06% 122
2023
Q4
$1.83M Buy
15,776
+1,982
+14% +$232K 0.06% 116
2023
Q3
$1.65M Buy
13,794
+640
+5% +$74.3K 0.06% 116
2023
Q2
$1.36M Sell
13,154
-824
-6% -$84.7K 0.05% 126
2023
Q1
$1.39M Sell
13,978
-28,435
-67% -$3.11M 0.05% 127
2022
Q4
$5M Sell
42,413
-471
-1% -$57.3K 0.2% 84
2022
Q3
$4.39M Buy
42,884
+36
+0.1% +$3.59K 0.19% 84
2022
Q2
$3.85M Sell
42,848
-1,500
-3% -$155K 0.15% 88
2022
Q1
$4.43M Sell
44,348
-5,000
-10% -$460K 0.15% 91
2021
Q4
$3.56M Buy
49,348
+540
+1% +$39.3K 0.11% 97
2021
Q3
$3.31M Sell
48,808
-4,894
-9% -$282K 0.11% 99
2021
Q2
$3.27M Buy
53,702
+155
+0.3% +$8.64K 0.11% 95
2021
Q1
$2.84M Sell
53,547
-5,400
-9% -$266K 0.1% 100
2020
Q4
$2.36M Sell
58,947
-1,000
-2% -$36.9K 0.09% 105
2020
Q3
$1.97M Sell
59,947
-275
-0.5% -$10.4K 0.08% 106
2020
Q2
$2.53M Sell
60,222
-458
-0.8% -$18.5K 0.12% 96
2020
Q1
$1.87M Sell
60,680
-612
-1% -$31.1K 0.1% 103
2019
Q4
$3.99M Sell
61,292
-12,823
-17% -$754K 0.17% 84
2019
Q3
$4.22M Buy
74,115
+105
+0.1% +$5.98K 0.19% 83
2019
Q2
$4.51M Hold
74,010
0.21% 83
2019
Q1
$4.94M Sell
74,010
-160
-0.2% -$10.8K 0.23% 83
2018
Q4
$4.62M Sell
74,170
-8
-0% -$544 0.25% 81
2018
Q3
$5.74M Sell
74,178
-263
-0.4% -$19K 0.26% 81
2018
Q2
$5.18M Sell
74,441
-214
-0.3% -$14.3K 0.26% 80
2018
Q1
$4.43M Sell
74,655
-75
-0.1% -$4.24K 0.22% 86
2017
Q4
$4.1M Hold
74,730
0.19% 91
2017
Q3
$3.74M Hold
74,730
0.18% 94
2017
Q2
$3.29M Buy
74,730
+66
+0.1% +$3.08K 0.16% 98
2017
Q1
$3.72M Buy
74,664
+30
+0% +$1.45K 0.19% 90
2016
Q4
$3.74M Sell
74,634
-200
-0.3% -$9.22K 0.2% 90
2016
Q3
$3.25M Sell
74,834
-4,100
-5% -$170K 0.17% 99
2016
Q2
$3.44M Buy
78,934
+200
+0.3% +$8.82K 0.19% 93
2016
Q1
$3.17M Sell
78,734
-1,000
-1% -$38K 0.17% 98
2015
Q4
$3.72M Sell
79,734
-2,249
-3% -$118K 0.2% 90
2015
Q3
$3.93M Sell
81,983
-640
-0.8% -$32.6K 0.22% 87
2015
Q2
$5.07M Hold
82,623
0.26% 83
2015
Q1
$5.14M Hold
82,623
0.25% 85
2014
Q4
$5.71M Sell
82,623
-2,789
-3% -$195K 0.28% 81
2014
Q3
$6.54M Sell
85,412
-876
-1% -$71.7K 0.34% 77
2014
Q2
$7.4M Hold
86,288
0.37% 73
2014
Q1
$6.07M Sell
86,288
-926
-1% -$62K 0.31% 82
2013
Q4
$6.16M Buy
87,214
+62
+0.1% +$4.45K 0.31% 86
2013
Q3
$6.06M Sell
87,152
-911
-1% -$60.8K 0.34% 86
2013
Q2
$5.33M Buy
+88,063
New +$5.35M 0.32% 86

Other funds holding COP

Prio Wealth Limited Partnership's COP Position: Q3 2024 in Review

Prio Wealth Limited Partnership increased its ConocoPhillips (COP) stake by 0.3% in Q3 2024, buying an estimated $4.5K and bringing the position to 13,773 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #130.

Prio Wealth Limited Partnership first reported a position in COP in Q2 2013 and has held it in 46 quarters since. The position peaked at $7.4M in Q2 2014. 2,261 funds tracked by Wall St. Rank hold COP as of Q3 2024.

  • Prio Wealth Limited Partnership held 13,773 shares of ConocoPhillips worth $1.45M as of Q3 2024.
  • Prio Wealth Limited Partnership bought 41 ConocoPhillips shares in Q3 2024, an estimated $4.5K.
  • ConocoPhillips made up 0.04% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #130 holding.
  • Prio Wealth Limited Partnership first reported a position in ConocoPhillips in Q2 2013 and has held it in 46 quarters since.
  • Prio Wealth Limited Partnership's ConocoPhillips position peaked at $7.4M in Q2 2014.
  • 2,261 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.