Aprio 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 | $668K | Buy |
7,439
+4,389
| +144% | +$394K | 0.08% | 153 |
|
|
2025
Q1 | $320K | Buy |
3,050
+801
| +36% | +$84.1K | 0.04% | 256 |
|
|
2024
Q4 | $223K | Buy |
2,249
+124
| +6% | +$12.3K | 0.03% | 283 |
|
|
2024
Q3 | $224K | Buy |
2,125
+97
| +5% | +$10.2K | 0.04% | 253 |
|
|
2024
Q2 | $232K | Sell |
2,028
-2
| -0.1% | -$229 | 0.04% | 217 |
|
|
2024
Q1 | $258K | Buy |
2,030
+151
| +8% | +$19.2K | 0.05% | 183 |
|
|
2023
Q4 | $218K | Buy |
1,879
+31
| +2% | +$3.6K | 0.05% | 174 |
|
|
2023
Q3 | $221K | Buy |
+1,848
| New | +$221K | 0.06% | 150 |
|
|
2023
Q2 | – | Sell |
-11,800
| Closed | -$1.17M | – | 154 |
|
|
2023
Q1 | $1.17M | Buy |
11,800
+9,857
| +507% | +$978K | 0.36% | 34 |
|
|
2022
Q4 | $229K | Buy |
+1,943
| New | +$229K | 0.08% | 108 |
|
|
2022
Q3 | – | Sell |
-11,790
| Closed | -$1.06M | – | 114 |
|
|
2022
Q2 | $1.06M | Buy |
+11,790
| New | +$1.06M | 0.42% | 31 |
|