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Valeo Financial Advisors’s Freeport-McMoran FCX Stock Holding History

Valeo Financial Advisors’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$4 – 650
2022
Q4 		$4 Buy
+100
New +$3.5K ﹤0.01% 561

Other funds holding FCX

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Valeo Financial Advisors's FCX Position: Q3 2026 in Review

Valeo Financial Advisors increased its Freeport-McMoran (FCX) stake by 3.1% in Q3 2026, buying an estimated $38.2K and bringing the position to 18,950 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #261.

Valeo Financial Advisors first reported a position in FCX in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.35M in Q4 2025. 95 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Valeo Financial Advisors held 18,950 shares of Freeport-McMoran worth $1.33M as of Q3 2026.
  • Valeo Financial Advisors bought 561 Freeport-McMoran shares in Q3 2026, an estimated $38.2K.
  • Freeport-McMoran made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #261 holding.
  • Valeo Financial Advisors first reported a position in Freeport-McMoran in Q3 2017 and has held it in 32 quarters since.
  • Valeo Financial Advisors's Freeport-McMoran position peaked at $1.35M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.