BA
Bellwether Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
2,204
+68
| +3% | +$6.1K | 0.03% | 124 |
|
|
2025
Q1 | $224K | Hold |
2,136
| – | – | 0.05% | 117 |
|
|
2024
Q4 | $212K | Sell |
2,136
-44
| -2% | -$4.36K | 0.04% | 127 |
|
|
2024
Q3 | $230K | Hold |
2,180
| – | – | 0.04% | 112 |
|
|
2024
Q2 | $249K | Buy |
2,180
+539
| +33% | +$61.7K | 0.05% | 107 |
|
|
2024
Q1 | $209K | Buy |
+1,641
| New | +$209K | 0.05% | 115 |
|
|
2023
Q4 | – | Sell |
-1,705
| Closed | -$204K | – | 120 |
|
|
2023
Q3 | $204K | Buy |
+1,705
| New | +$204K | 0.06% | 107 |
|
|
2023
Q2 | – | Sell |
-1,641
| Closed | -$163K | – | 157 |
|
|
2023
Q1 | $163K | Hold |
1,641
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $194K | Sell |
1,641
-6
| -0.4% | -$708 | 0.06% | 122 |
|
|
2022
Q3 | $168K | Buy |
1,647
+6
| +0.4% | +$612 | 0.06% | 105 |
|
|
2022
Q2 | $147K | Hold |
1,641
| – | – | 0.05% | 121 |
|
|
2022
Q1 | $164K | Hold |
1,641
| – | – | 0.05% | 140 |
|
|
2021
Q4 | $118K | Hold |
1,641
| – | – | 0.04% | 145 |
|
|
2021
Q3 | $111K | Hold |
1,641
| – | – | 0.04% | 169 |
|
|
2021
Q2 | $99K | Hold |
1,641
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $86K | Sell |
1,641
-1,542
| -48% | -$80.8K | 0.03% | 141 |
|
|
2020
Q4 | $127K | Buy |
+3,183
| New | +$127K | 0.06% | 119 |
|