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San Luis Wealth Advisors’s ConocoPhillips COP Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-12
Closed -$1K – 142
2022
Q1 		$1K Buy
+12
New +$1.1K ﹤0.01% 431

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Capital International Investors
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Wellington Management Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

San Luis Wealth Advisors's COP Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

San Luis Wealth Advisors first reported a position in COP in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 1,991 funds tracked by Wall St. Rank hold COP as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 12 ConocoPhillips shares in Q2 2022, an estimated $1K.
  • San Luis Wealth Advisors first reported a position in ConocoPhillips in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's ConocoPhillips position peaked at $1K in Q1 2022.
  • 1,991 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.