Sutton Wealth Advisors’s ConocoPhillips COP Stock Holding History

Sutton 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
2023 Q3	$132K	Buy	1,106 +64	+6%	+$7.43K	0.07%	143
2023 Q2	$108K	Buy	1,042 +271	+35%	+$27.8K	0.05%	162
2023 Q1	$76.5K	Sell	771 -3,677	-83%	-$402K	0.04%	174
2022 Q4	$525K	Hold	4,448	–	–	0.2%	79
2022 Q3	$455K	Sell	4,448 -21	-0.5%	-$2.1K	0.19%	86
2022 Q2	$401K	Buy	4,469 +9	+0.2%	+$927	0.16%	97
2022 Q1	$446K	Buy	4,460 +21	+0.5%	+$1.93K	0.15%	96
2021 Q4	$320K	Sell	4,439 -83	-2%	-$6.05K	0.11%	126
2021 Q3	$306K	Sell	4,522 -100	-2%	-$5.77K	0.11%	125
2021 Q2	$281K	Hold	4,622	–	–	0.1%	135
2021 Q1	$245K	Buy	4,622 +65	+1%	+$3.2K	0.1%	147
2020 Q4	$182K	Sell	4,557 -517	-10%	-$19.1K	0.08%	168
2020 Q3	$167K	Buy	5,074 +33	+0.7%	+$1.25K	0.08%	159
2020 Q2	$212K	Sell	5,041 -107	-2%	-$4.33K	0.11%	134
2020 Q1	$159K	Sell	5,148 -81	-2%	-$4.12K	0.1%	149
2019 Q4	$340K	Sell	5,229 -57	-1%	-$3.35K	0.17%	101
2019 Q3	$301K	Sell	5,286 -6	-0.1%	-$341	0.17%	102
2019 Q2	$323K	Buy	5,292 +4	+0.1%	+$249	0.19%	95
2019 Q1	$353K	Buy	5,288 +19	+0.4%	+$1.28K	0.21%	89
2018 Q4	$329K	Buy	5,269 +231	+5%	+$15.7K	0.21%	83
2018 Q3	$390K	Hold	5,038	–	–	0.26%	66
2018 Q2	$351K	Sell	5,038 -39	-0.8%	-$2.6K	0.24%	67
2018 Q1	$301K	Hold	5,077	–	–	0.22%	79
2017 Q4	$279K	Buy	5,077 +21	+0.4%	+$1.08K	0.2%	85
2017 Q3	$253K	Sell	5,056 -41	-0.8%	-$1.84K	0.19%	89
2017 Q2	$224K	Sell	5,097 -70	-1%	-$3.27K	0.18%	99
2017 Q1	$258K	Buy	5,167 +2	+0%	+$97	0.22%	74
2016 Q4	$259K	Buy	5,165 +122	+2%	+$5.63K	0.23%	74
2016 Q3	$219K	Buy	5,043 +25	+0.5%	+$1.04K	0.2%	82
2016 Q2	$219K	Hold	5,018	–	–	0.21%	84
2016 Q1	$202K	Buy	+5,018	New	+$191K	0.19%	90

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sutton Wealth Advisors's COP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its ConocoPhillips (COP) stake by 6.1% in Q3 2023, buying an estimated $7.43K and bringing the position to 1,106 shares worth $132K. The position accounts for 0.07% of the portfolio, ranked #143.

Sutton Wealth Advisors first reported a position in COP in Q1 2016 and has held it in 31 quarters since. The position peaked at $525K in Q4 2022. 2,178 funds tracked by Wall St. Rank hold COP as of Q3 2023.

Sutton Wealth Advisors held 1,106 shares of ConocoPhillips worth $132K as of Q3 2023.
Sutton Wealth Advisors bought 64 ConocoPhillips shares in Q3 2023, an estimated $7.43K.
ConocoPhillips made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #143 holding.
Sutton Wealth Advisors first reported a position in ConocoPhillips in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's ConocoPhillips position peaked at $525K in Q4 2022.
2,178 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.