Beverly Hills Private Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
2,833
-240
| -8% | -$21.5K | 0.05% | 297 |
|
|
2025
Q1 | $323K | Sell |
3,073
-398
| -11% | -$41.8K | 0.06% | 245 |
|
|
2024
Q4 | $344K | Sell |
3,471
-20
| -0.6% | -$1.98K | 0.07% | 230 |
|
|
2024
Q3 | $367K | Buy |
3,491
+14
| +0.4% | +$1.47K | 0.07% | 230 |
|
|
2024
Q2 | $398K | Sell |
3,477
-282
| -8% | -$32.3K | 0.09% | 223 |
|
|
2024
Q1 | $478K | Sell |
3,759
-269
| -7% | -$34.2K | 0.11% | 197 |
|
|
2023
Q4 | $468K | Buy |
4,028
+2
| +0% | +$232 | 0.12% | 179 |
|
|
2023
Q3 | $482K | Sell |
4,026
-1,889
| -32% | -$226K | 0.14% | 151 |
|
|
2023
Q2 | $673K | Buy |
5,915
+2,185
| +59% | +$248K | 0.11% | 197 |
|
|
2023
Q1 | $370K | Buy |
+3,730
| New | +$370K | 0.11% | 198 |
|