BRWA
B. Riley Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
+16,239
| New | +$1.46M | 0.07% | 254 |
|
|
2024
Q4 | $3.52M | Sell |
35,540
-2,740
| -7% | -$272K | 0.12% | 183 |
|
|
2024
Q3 | $4.18M | Sell |
38,280
-554
| -1% | -$60.4K | 0.12% | 182 |
|
|
2024
Q2 | $4.44M | Sell |
38,834
-1,859
| -5% | -$213K | 0.11% | 177 |
|
|
2024
Q1 | $4.9M | Buy |
40,693
+2,201
| +6% | +$265K | 0.13% | 160 |
|
|
2023
Q4 | $4.47M | Sell |
38,492
-2,201
| -5% | -$255K | 0.12% | 182 |
|
|
2023
Q3 | $4.9M | Sell |
40,693
-5,454
| -12% | -$657K | 0.13% | 160 |
|
|
2023
Q2 | $4.81M | Sell |
46,147
-501
| -1% | -$52.2K | 0.11% | 192 |
|
|
2023
Q1 | $4.65M | Sell |
46,648
-7,056
| -13% | -$703K | 0.12% | 187 |
|
|
2022
Q4 | $6.25M | Buy |
53,704
+10,967
| +26% | +$1.28M | 0.18% | 138 |
|
|
2022
Q3 | $4.38M | Buy |
42,737
+13,562
| +46% | +$1.39M | 0.13% | 168 |
|
|
2022
Q2 | $2.62M | Sell |
29,175
-3,132
| -10% | -$281K | 0.11% | 190 |
|
|
2022
Q1 | $3.23M | Sell |
32,307
-24,377
| -43% | -$2.44M | 0.11% | 206 |
|
|
2021
Q4 | $4.09M | Buy |
56,684
+528
| +0.9% | +$38.1K | 0.12% | 183 |
|
|
2021
Q3 | $3.74M | Buy |
56,156
+1,108
| +2% | +$73.9K | 0.12% | 189 |
|
|
2021
Q2 | $3.28M | Buy |
55,048
+22,068
| +67% | +$1.31M | 0.11% | 222 |
|
|
2021
Q1 | $1.66M | Sell |
32,980
-2,808
| -8% | -$141K | 0.06% | 353 |
|
|
2020
Q4 | $1.43M | Sell |
35,788
-3,383
| -9% | -$135K | 0.08% | 254 |
|
|
2020
Q3 | $1.35M | Buy |
39,171
+3,925
| +11% | +$136K | 0.07% | 265 |
|
|
2020
Q2 | $1.48M | Buy |
35,246
+7,544
| +27% | +$317K | 0.1% | 208 |
|
|
2020
Q1 | $854K | Sell |
27,702
-10,083
| -27% | -$311K | 0.07% | 266 |
|
|
2019
Q4 | $2.46M | Buy |
37,785
+24,215
| +178% | +$1.58M | 0.21% | 109 |
|
|
2019
Q3 | $774K | Sell |
13,570
-6,909
| -34% | -$394K | 0.08% | 273 |
|
|
2019
Q2 | $1.25M | Sell |
20,479
-760
| -4% | -$46.5K | 0.14% | 159 |
|
|
2019
Q1 | $1.42M | Sell |
21,239
-604
| -3% | -$40.3K | 0.18% | 123 |
|
|
2018
Q4 | $1.36M | Sell |
21,843
-126
| -0.6% | -$7.86K | 0.19% | 118 |
|
|
2018
Q3 | $1.7M | Buy |
21,969
+4,449
| +25% | +$344K | 0.2% | 112 |
|
|
2018
Q2 | $1.22M | Buy |
17,520
+55
| +0.3% | +$3.83K | 0.16% | 151 |
|
|
2018
Q1 | $1.04M | Sell |
17,465
-4,956
| -22% | -$294K | 0.15% | 162 |
|
|
2017
Q4 | $1.23M | Buy |
22,421
+917
| +4% | +$50.3K | 0.17% | 151 |
|
|
2017
Q3 | $1.08M | Sell |
21,504
-923
| -4% | -$46.2K | 0.18% | 137 |
|
|
2017
Q2 | $986K | Sell |
22,427
-207
| -0.9% | -$9.1K | 0.18% | 149 |
|
|
2017
Q1 | $1.13M | Sell |
22,634
-3,785
| -14% | -$189K | 0.23% | 118 |
|
|
2016
Q4 | $1.33M | Sell |
26,419
-447
| -2% | -$22.4K | 0.27% | 99 |
|
|
2016
Q3 | $938K | Sell |
26,866
-415
| -2% | -$14.5K | 0.18% | 146 |
|
|
2016
Q2 | $944K | Sell |
27,281
-1,815
| -6% | -$62.8K | 0.19% | 145 |
|
|
2016
Q1 | $898K | Sell |
29,096
-8,871
| -23% | -$274K | 0.21% | 119 |
|
|
2015
Q4 | $1.77M | Sell |
37,967
-256
| -0.7% | -$12K | 0.36% | 68 |
|
|
2015
Q3 | $1.83M | Sell |
38,223
-2,471
| -6% | -$119K | 0.44% | 47 |
|
|
2015
Q2 | $2.5M | Buy |
40,694
+4,976
| +14% | +$306K | 0.62% | 29 |
|
|
2015
Q1 | $2.22M | Sell |
35,718
-13,193
| -27% | -$821K | 0.54% | 33 |
|
|
2014
Q4 | $22.6K | Buy |
48,911
+26,544
| +119% | +$12.3K | 0.48% | 24 |
|
|
2014
Q3 | $1.71M | Sell |
22,367
-26,029
| -54% | -$1.99M | 0.45% | 39 |
|
|
2014
Q2 | $2.6M | Buy |
48,396
+29,579
| +157% | +$1.59M | 0.61% | 20 |
|
|
2014
Q1 | $1.32M | Buy |
18,817
+1,011
| +6% | +$71.1K | 0.4% | 49 |
|
|
2013
Q4 | $1.26M | Buy |
17,806
+1,520
| +9% | +$107K | 0.4% | 51 |
|
|
2013
Q3 | $1.13M | Sell |
16,286
-4,622
| -22% | -$321K | 0.39% | 57 |
|
|
2013
Q2 | $1.27M | Buy |
+20,908
| New | +$1.27M | 0.43% | 50 |
|