CIA
Concurrent Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Buy |
69,265
+7,163
| +12% | +$643K | 0.12% | 181 |
|
|
2025
Q1 | $6.52M | Buy |
62,102
+3,051
| +5% | +$320K | 0.16% | 137 |
|
|
2024
Q4 | $5.86M | Buy |
59,051
+1,517
| +3% | +$150K | 0.16% | 135 |
|
|
2024
Q3 | $6.06M | Buy |
57,534
+2,368
| +4% | +$249K | 0.18% | 119 |
|
|
2024
Q2 | $6.31M | Buy |
55,166
+17,188
| +45% | +$1.97M | 0.21% | 112 |
|
|
2024
Q1 | $4.83M | Buy |
37,978
+2,315
| +6% | +$295K | 0.19% | 120 |
|
|
2023
Q4 | $4.14M | Buy |
+35,663
| New | +$4.14M | 0.2% | 123 |
|