CWP
CFM Wealth Partners’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Sell |
10,443
-79
| -0.8% | -$7.09K | 0.15% | 77 |
|
|
2025
Q1 | $1.11M | Buy |
10,522
+720
| +7% | +$75.6K | 0.19% | 77 |
|
|
2024
Q4 | $972K | Sell |
9,802
-1,119
| -10% | -$111K | 0.16% | 81 |
|
|
2024
Q3 | $1.15M | Sell |
10,921
-2,775
| -20% | -$292K | 0.2% | 73 |
|
|
2024
Q2 | $1.57M | Buy |
13,696
+2,003
| +17% | +$229K | 0.29% | 66 |
|
|
2024
Q1 | $1.49M | Buy |
11,693
+44
| +0.4% | +$5.6K | 0.3% | 64 |
|
|
2023
Q4 | $1.35M | Sell |
11,649
-1,045
| -8% | -$121K | 0.31% | 67 |
|
|
2023
Q3 | $1.52M | Sell |
12,694
-18
| -0.1% | -$2.16K | 0.4% | 56 |
|
|
2023
Q2 | $1.32M | Sell |
12,712
-419
| -3% | -$43.4K | 0.32% | 68 |
|
|
2023
Q1 | $1.3M | Sell |
13,131
-114
| -0.9% | -$11.3K | 0.35% | 65 |
|
|
2022
Q4 | $1.56M | Sell |
13,245
-1,286
| -9% | -$152K | 0.47% | 61 |
|
|
2022
Q3 | $1.49M | Buy |
14,531
+60
| +0.4% | +$6.14K | 0.48% | 56 |
|
|
2022
Q2 | $1.3M | Sell |
14,471
-1,696
| -10% | -$152K | 0.39% | 64 |
|
|
2022
Q1 | $1.62M | Sell |
16,167
-837
| -5% | -$83.7K | 0.39% | 66 |
|
|
2021
Q4 | $1.25M | Sell |
17,004
-1,601
| -9% | -$118K | 0.28% | 73 |
|
|
2021
Q3 | $1.26M | Sell |
18,605
-218
| -1% | -$14.8K | 0.32% | 64 |
|
|
2021
Q2 | $1.15M | Sell |
18,823
-89
| -0.5% | -$5.42K | 0.3% | 69 |
|
|
2021
Q1 | $1M | Sell |
18,912
-94
| -0.5% | -$4.98K | 0.3% | 74 |
|
|
2020
Q4 | $760K | Sell |
19,006
-386
| -2% | -$15.4K | 0.24% | 78 |
|
|
2020
Q3 | $636K | Hold |
19,392
| – | – | 0.23% | 74 |
|
|
2020
Q2 | $814K | Sell |
19,392
-534
| -3% | -$22.4K | 0.31% | 66 |
|
|
2020
Q1 | $614K | Sell |
19,926
-100
| -0.5% | -$3.08K | 0.29% | 70 |
|
|
2019
Q4 | $1.3M | Buy |
+20,026
| New | +$1.3M | 0.48% | 44 |
|