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TFO Wealth Partners’s ConocoPhillips COP Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-16
Closed -$2.04K – 210
2024
Q1 		$2.04K Sell
16
-5
-24% -$570 ﹤0.01% 116
2023
Q4 		$2.44K Sell
21
-8
-28% -$936 ﹤0.01% 123
2023
Q3 		$3K Buy
29
+13
+81% +$1.51K ﹤0.01% 188
2023
Q2 		$1.66K Hold
16
– – ﹤0.01% 187
2023
Q1 		$1.59K Buy
16
+12
+300% +$1.31K ﹤0.01% 152
2022
Q4 		$533 Buy
+4
New +$486 ﹤0.01% 469
2022
Q3 		– Sell
-21
Closed -$2K – 207
2022
Q2 		$2K Buy
+21
New +$2.16K ﹤0.01% 302
2022
Q1 		– Sell
-27
Closed -$2K – 126
2021
Q4 		$2K Buy
+27
New +$1.97K ﹤0.01% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's COP Position: Q2 2024 in Review

TFO Wealth Partners sold out of ConocoPhillips (COP) in Q2 2024, closing a stake of 16 shares — an estimated $2.04K sold.

TFO Wealth Partners first reported a position in COP in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q3 2023. 2,335 funds tracked by Wall St. Rank hold COP as of Q2 2024.

  • TFO Wealth Partners reported no remaining ConocoPhillips position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 16 ConocoPhillips shares in Q2 2024, an estimated $2.04K.
  • TFO Wealth Partners first reported a position in ConocoPhillips in Q4 2021 and held it in 8 quarters.
  • TFO Wealth Partners's ConocoPhillips position peaked at $3K in Q3 2023.
  • 2,335 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.