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YorkBridge Wealth Partners’s ConocoPhillips COP Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$336K Sell
2,846
-50
-2% -$6.08K 0.09% 164
2022
Q3 		$296K Buy
2,896
+37
+1% +$3.69K 0.08% 199
2022
Q2 		$257K Sell
2,859
-168
-6% -$17.3K 0.07% 226
2022
Q1 		$303K Sell
3,027
-153
-5% -$14.1K 0.07% 239
2021
Q4 		$230K Sell
3,180
-111
-3% -$8.09K 0.05% 262
2021
Q3 		$223K Buy
+3,291
New +$190K 0.06% 246
2020
Q1 		– Sell
-3,478
Closed -$226K – 163
2019
Q4 		$226K Buy
+3,478
New +$205K 0.1% 173
2019
Q3 		– Sell
-3,244
Closed -$198K – 264
2019
Q2 		$198K Hold
3,244
– – 0.09% 174
2019
Q1 		$217K Hold
3,244
– – 0.1% 157
2018
Q4 		$202K Hold
3,244
– – 0.11% 149
2018
Q3 		$259K Sell
3,244
-428
-12% -$30.9K 0.12% 144
2018
Q2 		$256K Sell
3,672
-112
-3% -$7.46K 0.11% 152
2018
Q1 		$239K Sell
3,784
-20
-0.5% -$1.13K 0.11% 162
2017
Q4 		$213K Sell
3,804
-162
-4% -$8.33K 0.1% 169
2017
Q3 		$198K Hold
3,966
– – 0.1% 173
2017
Q2 		$181K Buy
3,966
+1
+0% +$47 0.1% 181
2017
Q1 		$185K Sell
3,965
-242
-6% -$11.7K 0.1% 176
2016
Q4 		$192K Buy
+4,207
New +$194K 0.11% 157

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

YorkBridge Wealth Partners's COP Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its ConocoPhillips (COP) stake by 1.7% in Q4 2022, selling an estimated $6.08K and leaving 2,846 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #164.

YorkBridge Wealth Partners first reported a position in COP in Q4 2016 and has held it in 18 quarters since. 2,164 funds tracked by Wall St. Rank hold COP as of Q4 2022.

  • YorkBridge Wealth Partners held 2,846 shares of ConocoPhillips worth $336K as of Q4 2022.
  • YorkBridge Wealth Partners sold 50 ConocoPhillips shares in Q4 2022, an estimated $6.08K.
  • ConocoPhillips made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #164 holding.
  • YorkBridge Wealth Partners first reported a position in ConocoPhillips in Q4 2016 and has held it in 18 quarters since.
  • 2,164 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.