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V Wealth Advisors’s ConocoPhillips COP Stock Holding History

V 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
2021
Q2 		– Sell
-600
Closed -$32K – 466
2021
Q1 		$32K Buy
+600
New +$29.6K 0.01% 420

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

V Wealth Advisors increased its ConocoPhillips (COP) stake by 3.4% in Q3 2023, buying an estimated $16.8K and bringing the position to 4,400 shares worth $527K. The position accounts for 0.42% of the portfolio, ranked #52.

V Wealth Advisors first reported a position in COP in Q1 2016 and has held it in 30 quarters since. The position peaked at $760K in Q3 2018. 2,177 funds tracked by Wall St. Rank hold COP as of Q3 2023.

  • V Wealth Advisors held 4,400 shares of ConocoPhillips worth $527K as of Q3 2023.
  • V Wealth Advisors bought 145 ConocoPhillips shares in Q3 2023, an estimated $16.8K.
  • ConocoPhillips made up 0.42% of V Wealth Advisors's portfolio in Q3 2023, its #52 holding.
  • V Wealth Advisors first reported a position in ConocoPhillips in Q1 2016 and has held it in 30 quarters since.
  • V Wealth Advisors's ConocoPhillips position peaked at $760K in Q3 2018.
  • 2,177 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.