AWM
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Aviso Wealth Management’s ConocoPhillips COP Stock Holding History

Aviso Wealth Management’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$303K Sell
3,381
-258
-7% -$23.2K 0.14% 117
2025
Q1 		$382K Sell
3,639
-370
-9% -$38.9K 0.2% 100
2024
Q4 		$398K Buy
+4,009
New +$398K 0.2% 101