Beverly Hills Private Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Hold |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $344K | Sell |
|
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $673K | Buy |
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|
2023
Q1 | $370K | Buy |
|