Brown Financial Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
13,752
-2,978
-18% -$267K 0.48% 78
2025
Q1
$1.76M Buy
16,730
+2,426
+17% +$255K 0.72% 48
2024
Q4
$1.42M Buy
14,304
+2,038
+17% +$202K 0.57% 54
2024
Q3
$1.29M Buy
12,266
+1,105
+10% +$116K 0.53% 60
2024
Q2
$1.28M Buy
+11,161
New +$1.28M 0.57% 61