SkyOak Wealth’s ConocoPhillips COP Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-3,602	Closed	-$234K	–	233
2019 Q4	$234K	Buy	+3,602	New	+$212K	0.07%	260

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's COP Position: Q1 2020 in Review

SkyOak Wealth sold out of ConocoPhillips (COP) in Q1 2020, closing a stake of 3,602 shares — an estimated $234K sold.

SkyOak Wealth first reported a position in COP in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 1,314 funds tracked by Wall St. Rank hold COP as of Q1 2020.

SkyOak Wealth reported no remaining ConocoPhillips position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 3,602 ConocoPhillips shares in Q1 2020, an estimated $234K.
SkyOak Wealth first reported a position in ConocoPhillips in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's ConocoPhillips position peaked at $234K in Q4 2019.
1,314 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.