Avantra Family Wealth’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,341
Closed -$331K 155
2024
Q4
$331K Buy
+3,341
New +$331K 0.31% 112