Center for Financial Planning’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
1,333
+516
| +63% | +$46.3K | 0.01% | 202 |
|
|
2025
Q1 | $85.8K | Buy |
817
+359
| +78% | +$37.7K | 0.01% | 220 |
|
|
2024
Q4 | $45.4K | Buy |
458
+415
| +965% | +$41.2K | 0.01% | 280 |
|
|
2024
Q3 | $4.53K | Hold |
43
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $4.92K | Sell |
43
-100
| -70% | -$11.4K | ﹤0.01% | 457 |
|
|
2024
Q1 | $18.2K | Buy |
143
+100
| +233% | +$12.7K | ﹤0.01% | 338 |
|
|
2023
Q4 | $4.99K | Hold |
43
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $5.15K | Sell |
43
-100
| -70% | -$12K | ﹤0.01% | 417 |
|
|
2023
Q2 | $14.8K | Hold |
143
| – | – | ﹤0.01% | 343 |
|
|
2023
Q1 | $14.2K | Buy |
143
+29
| +25% | +$2.88K | ﹤0.01% | 324 |
|
|
2022
Q4 | $13.5K | Sell |
114
-191
| -63% | -$22.5K | ﹤0.01% | 323 |
|
|
2022
Q3 | $31K | Buy |
305
+181
| +146% | +$18.4K | 0.01% | 252 |
|
|
2022
Q2 | $11K | Hold |
124
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $12K | Hold |
124
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $9K | Buy |
124
+10
| +9% | +$726 | ﹤0.01% | 388 |
|
|
2021
Q3 | $8K | Hold |
114
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $6K | Hold |
114
| – | – | ﹤0.01% | 432 |
|
|
2020
Q4 | $5K | Hold |
114
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $4K | Hold |
114
| – | – | ﹤0.01% | 368 |
|
|
2020
Q2 | $5K | Sell |
114
-4,877
| -98% | -$214K | ﹤0.01% | 359 |
|
|
2020
Q1 | $154K | Buy |
4,991
+252
| +5% | +$7.78K | 0.05% | 117 |
|
|
2019
Q4 | $308K | Buy |
+4,739
| New | +$308K | 0.08% | 92 |
|