AO
Advisor OS’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
4,745
+34
| +0.7% | +$3.05K | 0.04% | 282 |
|
|
2025
Q1 | $495K | Buy |
4,711
+588
| +14% | +$61.7K | 0.06% | 236 |
|
|
2024
Q4 | $409K | Buy |
4,123
+477
| +13% | +$47.3K | 0.05% | 261 |
|
|
2024
Q3 | $384K | Buy |
3,646
+129
| +4% | +$13.6K | 0.04% | 281 |
|
|
2024
Q2 | $402K | Buy |
3,517
+293
| +9% | +$33.5K | 0.04% | 261 |
|
|
2024
Q1 | $410K | Sell |
3,224
-1,626
| -34% | -$207K | 0.05% | 263 |
|
|
2023
Q4 | $563K | Buy |
4,850
+735
| +18% | +$85.3K | 0.07% | 206 |
|
|
2023
Q3 | $493K | Buy |
4,115
+1,151
| +39% | +$138K | 0.07% | 189 |
|
|
2023
Q2 | $307K | Buy |
2,964
+564
| +24% | +$58.4K | 0.05% | 236 |
|
|
2023
Q1 | $238K | Buy |
+2,400
| New | +$238K | 0.06% | 218 |
|