Accel Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
3,850
-1,560
| -29% | -$140K | 0.12% | 180 |
|
|
2025
Q1 | $568K | Buy |
5,410
+52
| +1% | +$5.46K | 0.21% | 112 |
|
|
2024
Q4 | $531K | Buy |
5,358
+1,669
| +45% | +$166K | 0.2% | 122 |
|
|
2024
Q3 | $388K | Buy |
3,689
+83
| +2% | +$8.74K | 0.14% | 154 |
|
|
2024
Q2 | $412K | Buy |
3,606
+824
| +30% | +$94.2K | 0.17% | 132 |
|
|
2024
Q1 | $354K | Buy |
+2,782
| New | +$354K | 0.15% | 141 |
|
|
2023
Q2 | – | Sell |
-1,026
| Closed | -$102K | – | 299 |
|
|
2023
Q1 | $102K | Buy |
1,026
+2
| +0.2% | +$198 | 0.04% | 317 |
|
|
2022
Q4 | $121K | Buy |
1,024
+109
| +12% | +$12.9K | 0.06% | 217 |
|
|
2022
Q3 | $106K | Buy |
915
+1
| +0.1% | +$116 | 0.06% | 236 |
|
|
2022
Q2 | $76K | Buy |
914
+38
| +4% | +$3.16K | 0.04% | 273 |
|
|
2022
Q1 | $88K | Sell |
876
-238
| -21% | -$23.9K | 0.05% | 270 |
|
|
2021
Q4 | $80K | Buy |
1,114
+144
| +15% | +$10.3K | 0.04% | 294 |
|
|
2021
Q3 | $66K | Sell |
970
-173
| -15% | -$11.8K | 0.04% | 281 |
|
|
2021
Q2 | $70K | Buy |
1,143
+255
| +29% | +$15.6K | 0.05% | 283 |
|
|
2021
Q1 | $47K | Buy |
888
+3
| +0.3% | +$159 | 0.04% | 328 |
|
|
2020
Q4 | $35K | Buy |
+885
| New | +$35K | 0.03% | 369 |
|