XWM
CXO

Xcel Wealth Management’s CONCHO RESOURCES INC. CXO Stock Holding History

Xcel Wealth Management’s Portfolio CXO Stock Details CXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,975
Closed -$202K – 80
2019
Q3 		$202K Buy
2,975
+100
+3% +$8.14K 0.19% 70
2019
Q2 		$296K Hold
2,875
– – 0.29% 63
2019
Q1 		$319K Buy
+2,875
New +$325K 0.33% 60

Other funds holding CXO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Xcel Wealth Management's CXO Position: Q4 2019 in Review

Xcel Wealth Management sold out of CONCHO RESOURCES INC. (CXO) in Q4 2019, closing a stake of 2,975 shares — an estimated $202K sold.

Xcel Wealth Management first reported a position in CXO in Q1 2019 and held it in 3 quarters. The position peaked at $319K in Q1 2019. 451 funds tracked by Wall St. Rank hold CXO as of Q4 2019.

  • Xcel Wealth Management reported no remaining CONCHO RESOURCES INC. position as of Q4 2019 after selling out during the quarter.
  • Xcel Wealth Management sold 2,975 CONCHO RESOURCES INC. shares in Q4 2019, an estimated $202K.
  • Xcel Wealth Management first reported a position in CONCHO RESOURCES INC. in Q1 2019 and held it in 3 quarters.
  • Xcel Wealth Management's CONCHO RESOURCES INC. position peaked at $319K in Q1 2019.
  • 451 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q4 2019.

Based on Xcel Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.