Ownership history in Cherry Tree Wealth Management, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in CONOCOPHILLIPS (COP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cherry Tree Wealth Management, LLC underperformed the S&P 500 by β19.7% annually on this COP position. Timing score: 17% (1/6 decisions correct). Average cost basis: $107.91. Maximum drawdown during holding period: β26.8%.
β Significantly underperformed the S&P 500 by 19.7% ann.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct
Best entry: $95.29 (2023 Q2) Β· Worst: $119.60 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 1 trim. Bought during 1 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size