St. Louis Financial Planners Asset Management’s ConocoPhillips COP Stock Holding History

St. Louis Financial Planners Asset Management’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
2024 Q1	–	Sell	-15,737	Closed	-$1.83M	–	37
2023 Q4	$1.83M	Buy	+15,737	New	+$1.84M	1.7%	17
2023 Q3	–	Sell	-17,248	Closed	-$1.79M	–	25
2023 Q2	$1.79M	Sell	17,248 -312	-2%	-$32.1K	1.79%	15
2023 Q1	$1.74M	Buy	+17,560	New	+$1.92M	1.98%	16

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

St. Louis Financial Planners Asset Management's COP Position: Q1 2024 in Review

St. Louis Financial Planners Asset Management sold out of ConocoPhillips (COP) in Q1 2024, closing a stake of 15,737 shares — an estimated $1.83M sold.

St. Louis Financial Planners Asset Management first reported a position in COP in Q1 2023 and held it in 3 quarters. The position peaked at $1.83M in Q4 2023. 2,331 funds tracked by Wall St. Rank hold COP as of Q1 2024.

St. Louis Financial Planners Asset Management reported no remaining ConocoPhillips position as of Q1 2024 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 15,737 ConocoPhillips shares in Q1 2024, an estimated $1.83M.
St. Louis Financial Planners Asset Management first reported a position in ConocoPhillips in Q1 2023 and held it in 3 quarters.
St. Louis Financial Planners Asset Management's ConocoPhillips position peaked at $1.83M in Q4 2023.
2,331 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2024, filed 10 Apr 2024.