AA Financial Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
11,406
+3,520
| +45% | +$316K | 0.22% | 72 |
|
|
2025
Q1 | $828K | Buy |
7,886
+205
| +3% | +$21.5K | 0.2% | 78 |
|
|
2024
Q4 | $762K | Buy |
7,681
+777
| +11% | +$77.1K | 0.2% | 75 |
|
|
2024
Q3 | $727K | Buy |
6,904
+983
| +17% | +$103K | 0.21% | 80 |
|
|
2024
Q2 | $677K | Sell |
5,921
-1,321
| -18% | -$151K | 0.24% | 76 |
|
|
2024
Q1 | $922K | Buy |
+7,242
| New | +$922K | 0.37% | 69 |
|