Carson Wealth (CWM LLC)’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 | $9.08M | Buy |
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|
2025
Q2 | $7.72M | Sell |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $7.73M | Buy |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $5.01M | Sell |
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|
2024
Q1 | $8.66M | Buy |
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|
2023
Q4 | $6.67M | Buy |
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|
2023
Q3 | $5.67M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $3.38M | Buy |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $823K | Hold |
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|
2020
Q4 | $823K | Hold |
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|
2020
Q3 | $823K | Hold |
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|
2020
Q2 | $823K | Hold |
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|
2020
Q1 | $823K | Hold |
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|
2019
Q4 | $823K | Hold |
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|
2019
Q3 | $823K | Hold |
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|
2019
Q2 | $823K | Hold |
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|
2019
Q1 | $823K | Buy |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $324K | Buy |
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|
2018
Q2 | $229K | Buy |
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|
2018
Q1 | $74K | Sell |
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|
2017
Q4 | $85K | Sell |
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|
2017
Q3 | $78K | Sell |
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|
2017
Q2 | $96K | Sell |
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|
2017
Q1 | $123K | Sell |
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|
2016
Q4 | $211K | Sell |
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|
2016
Q3 | $230K | Sell |
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|
2016
Q2 | $588K | Sell |
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|
2016
Q1 | $3.27M | Sell |
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|
2015
Q4 | $3.8M | Buy |
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|
2015
Q3 | $3.64M | Sell |
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|
2015
Q2 | $9.25M | Buy |
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|
2015
Q1 | $8.09M | Buy |
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|
2014
Q4 | $8M | Buy |
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|
2014
Q3 | $4.53M | Buy |
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|
2014
Q2 | $3.46M | Buy |
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|
2014
Q1 | $1.28M | Sell |
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|
2013
Q4 | $1.57M | Buy |
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|
2013
Q3 | $727K | Buy |
|