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BSW Wealth Partners’s ConocoPhillips COP Stock Holding History

BSW Wealth Partners’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,400
Closed -$238K – 313
2024
Q4 		$238K Buy
+2,400
New +$255K 0.03% 269

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Wellington Management Group
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BSW Wealth Partners's COP Position: Q1 2025 in Review

BSW Wealth Partners sold out of ConocoPhillips (COP) in Q1 2025, closing a stake of 2,400 shares — an estimated $238K sold.

BSW Wealth Partners first reported a position in COP in Q4 2024 and held it in 1 quarter. The position peaked at $238K in Q4 2024. 2,395 funds tracked by Wall St. Rank hold COP as of Q1 2025.

  • BSW Wealth Partners reported no remaining ConocoPhillips position as of Q1 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 2,400 ConocoPhillips shares in Q1 2025, an estimated $238K.
  • BSW Wealth Partners first reported a position in ConocoPhillips in Q4 2024 and held it in 1 quarter.
  • BSW Wealth Partners's ConocoPhillips position peaked at $238K in Q4 2024.
  • 2,395 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2025.

Based on BSW Wealth Partners's 13F filing for Q1 2025, filed 24 Apr 2025.