Briaud Financial Planning’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Hold |
2,183
| – | – | 0.08% | 36 |
|
|
2025
Q1 | $229K | Hold |
2,183
| – | – | 0.09% | 27 |
|
|
2024
Q4 | $216K | Hold |
2,183
| – | – | 0.09% | 26 |
|
|
2024
Q3 | $229K | Hold |
2,183
| – | – | 0.12% | 22 |
|
|
2024
Q2 | $249K | Hold |
2,183
| – | – | 0.14% | 20 |
|
|
2024
Q1 | $278K | Buy |
+2,183
| New | +$278K | 0.16% | 19 |
|
|
2023
Q4 | – | Sell |
-2,183
| Closed | -$261K | – | 48 |
|
|
2023
Q3 | $261K | Hold |
2,183
| – | – | 0.21% | 19 |
|
|
2023
Q2 | $226K | Hold |
2,183
| – | – | 0.21% | 19 |
|
|
2023
Q1 | $216K | Buy |
2,183
+134
| +7% | +$13.3K | 0.2% | 19 |
|
|
2022
Q4 | $241K | Sell |
2,049
-299
| -13% | -$35.2K | 0.2% | 19 |
|
|
2022
Q3 | $298K | Buy |
+2,348
| New | +$298K | 0.27% | 20 |
|
|
2022
Q2 | – | Sell |
-2,049
| Closed | -$204K | – | 28 |
|
|
2022
Q1 | $204K | Buy |
+2,049
| New | +$204K | 0.12% | 26 |
|