Cassaday & Co Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$481K Buy
2025
Q1
$535K Buy
2024
Q4
$458K Buy
2024
Q3
$456K Buy
2024
Q2
$466K Buy
2024
Q1
$516K Buy
2023
Q4
$384K Sell
2023
Q3
$397K Buy
2023
Q2
$341K Sell
2023
Q1
$351K Buy
2022
Q4
$401K Buy