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Western Pacific Wealth Management’s ConocoPhillips COP Stock Holding History

Western Pacific Wealth Management’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
Q3 		– Sell
-419
Closed -$47.9K – 256
2024
Q2 		$47.9K Buy
+419
New +$50.9K 0.04% 147

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

Western Pacific Wealth Management's COP Position: Q3 2024 in Review

Western Pacific Wealth Management sold out of ConocoPhillips (COP) in Q3 2024, closing a stake of 419 shares — an estimated $47.9K sold.

Western Pacific Wealth Management first reported a position in COP in Q2 2024 and held it in 1 quarter. The position peaked at $47.9K in Q2 2024. 2,262 funds tracked by Wall St. Rank hold COP as of Q3 2024.

  • Western Pacific Wealth Management reported no remaining ConocoPhillips position as of Q3 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 419 ConocoPhillips shares in Q3 2024, an estimated $47.9K.
  • Western Pacific Wealth Management first reported a position in ConocoPhillips in Q2 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's ConocoPhillips position peaked at $47.9K in Q2 2024.
  • 2,262 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2024.

Based on Western Pacific Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.