RiverTree Advisors’s ConocoPhillips COP Stock Holding History

RiverTree 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
2023 Q1	–	Sell	-1,903	Closed	-$225K	–	40
2022 Q4	$225K	Buy	+1,903	New	+$231K	0.18%	28

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

RiverTree Advisors's COP Position: Q1 2023 in Review

RiverTree Advisors sold out of ConocoPhillips (COP) in Q1 2023, closing a stake of 1,903 shares — an estimated $225K sold.

RiverTree Advisors first reported a position in COP in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 2,092 funds tracked by Wall St. Rank hold COP as of Q1 2023.

RiverTree Advisors reported no remaining ConocoPhillips position as of Q1 2023 after selling out during the quarter.
RiverTree Advisors sold 1,903 ConocoPhillips shares in Q1 2023, an estimated $225K.
RiverTree Advisors first reported a position in ConocoPhillips in Q4 2022 and held it in 1 quarter.
RiverTree Advisors's ConocoPhillips position peaked at $225K in Q4 2022.
2,092 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2023.

Based on RiverTree Advisors's 13F filing for Q1 2023, filed 15 May 2023.