Bison Wealth’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$579K Sell
5,842
-35,427
-86% -$3.76M 0.13% 137
2024
Q3
$4.34M Buy
41,269
+1,809
+5% +$199K 0.69% 29
2024
Q2
$5.02M Hold
39,460
0.82% 20
2024
Q1
$5.02M Buy
39,460
+1,768
+5% +$202K 0.82% 20
2023
Q4
$4.37M Buy
37,692
+2,312
+7% +$270K 0.77% 22
2023
Q3
$4.24M Buy
35,380
+5,246
+17% +$609K 0.82% 25
2023
Q2
$3.12M Buy
30,134
+8,977
+42% +$922K 0.58% 38
2023
Q1
$2.11M Buy
21,157
+4,792
+29% +$524K 0.66% 44
2022
Q4
$1.97M Buy
16,365
+61
+0.4% +$7.42K 0.63% 46
2022
Q3
$1.67M Buy
16,304
+12,241
+301% +$1.22M 0.65% 38
2022
Q2
$365K Buy
4,063
+372
+10% +$38.3K 0.21% 126
2022
Q1
$369K Buy
3,691
+80
+2% +$7.36K 0.19% 142
2021
Q4
$261K Sell
3,611
-302
-8% -$22K 0.15% 153
2021
Q3
$265K Buy
3,913
+3
+0.1% +$173 0.12% 195
2021
Q2
$238K Sell
3,910
-342
-8% -$19.1K 0.1% 209
2021
Q1
$225K Buy
+4,252
New +$210K 0.1% 220
2020
Q1
Sell
-5,083
Closed -$331K 349
2019
Q4
$331K Sell
5,083
-496
-9% -$29.2K 0.16% 160
2019
Q3
$318K Sell
5,579
-1,334
-19% -$75.9K 0.18% 151
2019
Q2
$422K Sell
6,913
-38
-0.5% -$2.37K 0.25% 113
2019
Q1
$464K Buy
6,951
+2,484
+56% +$167K 0.28% 99
2018
Q4
$279K Buy
4,467
+15
+0.3% +$1.02K 0.2% 148
2018
Q3
$345K Buy
4,452
+139
+3% +$10K 0.23% 134
2018
Q2
$300K Buy
4,313
+685
+19% +$45.6K 0.22% 141
2018
Q1
$215K Sell
3,628
-1,261
-26% -$71.3K 0.16% 172
2017
Q4
$268K Buy
4,889
+500
+11% +$25.7K 0.2% 143
2017
Q3
$220K Sell
4,389
-737
-14% -$33.1K 0.18% 162
2017
Q2
$225K Buy
5,126
+712
+16% +$33.2K 0.19% 157
2017
Q1
$220K Buy
+4,414
New +$213K 0.19% 149
2016
Q1
Sell
-7,147
Closed -$334K 208
2015
Q4
$334K Sell
7,147
-359
-5% -$18.8K 0.19% 146
2015
Q3
$355K Sell
7,506
-125
-2% -$6.36K 0.23% 133
2015
Q2
$553K Sell
7,631
-749
-9% -$48.8K 0.32% 107
2015
Q1
$522K Buy
8,380
+1,292
+18% +$83.5K 0.32% 108
2014
Q4
$489K Buy
+7,088
New +$495K 0.37% 90

Other funds holding COP

Bison Wealth's COP Position: Q4 2024 in Review

Bison Wealth reduced its ConocoPhillips (COP) stake by 86% in Q4 2024, selling an estimated $3.76M and leaving 5,842 shares worth $579K. The position accounts for 0.13% of the portfolio, ranked #137.

Bison Wealth first reported a position in COP in Q4 2014 and has held it in 33 quarters since. The position peaked at $5.02M in Q2 2024. 2,454 funds tracked by Wall St. Rank hold COP as of Q4 2024.

  • Bison Wealth held 5,842 shares of ConocoPhillips worth $579K as of Q4 2024.
  • Bison Wealth sold 35,427 ConocoPhillips shares in Q4 2024, an estimated $3.76M.
  • ConocoPhillips made up 0.13% of Bison Wealth's portfolio in Q4 2024, its #137 holding.
  • Bison Wealth first reported a position in ConocoPhillips in Q4 2014 and has held it in 33 quarters since.
  • Bison Wealth's ConocoPhillips position peaked at $5.02M in Q2 2024.
  • 2,454 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.