Alan B. Lancz & Associates’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Sell
2025
Q2
$291K Hold
2025
Q1
$340K Hold
2024
Q4
$322K Sell
2024
Q3
$394K Buy
2024
Q2
$405K Buy
2023
Q4
$394K Hold
2023
Q3
$406K Hold
2023
Q2
$351K Hold
2023
Q1
$337K Hold
2022
Q4
$412K Hold
2022
Q3
$347K Hold
2022
Q2
$330K Sell
2022
Q1
$452K Sell
2021
Q4
$333K Buy