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Surevest’s ConocoPhillips COP Stock Holding History

Surevest’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
Q3 		$12K Buy
114
+72
+171% +$7.18K ﹤0.01% 274
2022
Q2 		$4K Hold
42
– – ﹤0.01% 346
2022
Q1 		$4K Hold
42
– – ﹤0.01% 330
2021
Q4 		$3K Buy
+42
New +$3.06K ﹤0.01% 359

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Surevest's COP Position: Q3 2022 in Review

Surevest increased its ConocoPhillips (COP) stake by 171% in Q3 2022, buying an estimated $7.18K and bringing the position to 114 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Surevest first reported a position in COP in Q4 2021 and has held it in 4 quarters since. 1,998 funds tracked by Wall St. Rank hold COP as of Q3 2022.

  • Surevest held 114 shares of ConocoPhillips worth $12K as of Q3 2022.
  • Surevest bought 72 ConocoPhillips shares in Q3 2022, an estimated $7.18K.
  • ConocoPhillips made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #274 holding.
  • Surevest first reported a position in ConocoPhillips in Q4 2021 and has held it in 4 quarters since.
  • 1,998 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.