AdviceOne Advisory Services’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
2,509
+21
+0.8% +$1.88K 0.17% 31
2025
Q1
$261K Sell
2,488
-28
-1% -$2.94K 0.21% 25
2024
Q4
$250K Buy
+2,516
New +$250K 0.22% 24