Angeles Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Sell
8,381
-708
-8% -$63.5K 0.05% 133
2025
Q1
$955K Buy
9,089
+95
+1% +$9.98K 0.08% 95
2024
Q4
$892K Buy
8,994
+1,040
+13% +$103K 0.07% 98
2024
Q3
$837K Buy
7,954
+134
+2% +$14.1K 0.07% 98
2024
Q2
$894K Sell
7,820
-409
-5% -$46.8K 0.08% 82
2024
Q1
$1.05M Buy
8,229
+65
+0.8% +$8.27K 0.1% 68
2023
Q4
$948K Buy
8,164
+24
+0.3% +$2.79K 0.12% 68
2023
Q3
$975K Buy
8,140
+1,177
+17% +$141K 0.14% 59
2023
Q2
$721K Buy
6,963
+92
+1% +$9.53K 0.1% 88
2023
Q1
$682K Sell
6,871
-21
-0.3% -$2.08K 0.1% 96
2022
Q4
$813K Buy
6,892
+197
+3% +$23.2K 0.14% 82
2022
Q3
$685K Buy
6,695
+386
+6% +$39.5K 0.14% 77
2022
Q2
$567K Buy
6,309
+168
+3% +$15.1K 0.11% 94
2022
Q1
$614K Buy
+6,141
New +$614K 0.12% 95