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WR Wealth Planners’s ConocoPhillips COP Stock Holding History

WR Wealth Planners’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
Q4 		$263K Sell
2,654
-181
-6% -$19.2K 0.08% 140
2024
Q3 		$298K Buy
2,835
+78
+3% +$8.57K 0.08% 147
2024
Q2 		$315K Buy
2,757
+41
+2% +$4.98K 0.1% 129
2024
Q1 		$346K Buy
2,716
+125
+5% +$14.3K 0.11% 125
2023
Q4 		$301K Buy
2,591
+177
+7% +$20.7K 0.11% 143
2023
Q3 		$289K Buy
2,414
+93
+4% +$10.8K 0.11% 138
2023
Q2 		$241K Sell
2,321
-50
-2% -$5.14K 0.09% 151
2023
Q1 		$235K Buy
2,371
+1,497
+171% +$164K 0.1% 140
2022
Q4 		$103K Buy
874
+1
+0.1% +$122 0.06% 136
2022
Q3 		$89.3K Buy
873
+4
+0.5% +$399 0.06% 132
2022
Q2 		$78K Buy
869
+23
+3% +$2.37K 0.05% 143
2022
Q1 		$84.6K Buy
+846
New +$77.8K 0.05% 138

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's COP Position: Q4 2024 in Review

WR Wealth Planners reduced its ConocoPhillips (COP) stake by 6.4% in Q4 2024, selling an estimated $19.2K and leaving 2,654 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #140.

WR Wealth Planners first reported a position in COP in Q1 2022 and has held it in 12 quarters since. The position peaked at $346K in Q1 2024. 2,454 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • WR Wealth Planners held 2,654 shares of ConocoPhillips worth $263K as of Q4 2024.
  • WR Wealth Planners sold 181 ConocoPhillips shares in Q4 2024, an estimated $19.2K.
  • ConocoPhillips made up 0.08% of WR Wealth Planners's portfolio in Q4 2024, its #140 holding.
  • WR Wealth Planners first reported a position in ConocoPhillips in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's ConocoPhillips position peaked at $346K in Q1 2024.
  • 2,454 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.