Catalyst Financial Partners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
6,673
+1,431
+27% +$128K 0.07% 141
2025
Q1
$551K Sell
5,242
-269
-5% -$28.3K 0.1% 137
2024
Q4
$547K Buy
5,511
+790
+17% +$78.3K 0.1% 127
2024
Q3
$497K Buy
4,721
+261
+6% +$27.5K 0.1% 139
2024
Q2
$510K Buy
4,460
+205
+5% +$23.4K 0.11% 121
2024
Q1
$546K Buy
4,255
+52
+1% +$6.67K 0.14% 96
2023
Q4
$488K Buy
4,203
+269
+7% +$31.2K 0.14% 97
2023
Q3
$471K Buy
3,934
+351
+10% +$42.1K 0.15% 96
2023
Q2
$371K Buy
3,583
+622
+21% +$64.4K 0.13% 113
2023
Q1
$294K Buy
2,961
+53
+2% +$5.26K 0.13% 124
2022
Q4
$343K Buy
+2,908
New +$343K 0.18% 91