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Wingate Wealth Advisors’s ConocoPhillips COP Stock Holding History

Wingate 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
2025
Q1 		– Sell
-361
Closed -$35.8K – 164
2024
Q4 		$35.8K Buy
+361
New +$38.3K 0.04% 249

Other funds holding COP

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wingate Wealth Advisors's COP Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of ConocoPhillips (COP) in Q1 2025, closing a stake of 361 shares — an estimated $35.8K sold.

Wingate Wealth Advisors first reported a position in COP in Q4 2024 and held it in 1 quarter. The position peaked at $35.8K in Q4 2024. 2,395 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining ConocoPhillips position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 361 ConocoPhillips shares in Q1 2025, an estimated $35.8K.
  • Wingate Wealth Advisors first reported a position in ConocoPhillips in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's ConocoPhillips position peaked at $35.8K in Q4 2024.
  • 2,395 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.