Cornerstone Planning Group’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98K Sell
1,051
-223
-18% -$20.8K 0.02% 143
2025
Q1
$115K Buy
1,274
+260
+26% +$23.4K 0.03% 132
2024
Q4
$104K Buy
1,014
+15
+2% +$1.54K 0.03% 110
2024
Q3
$102K Sell
999
-56
-5% -$5.73K 0.03% 111
2024
Q2
$110K Sell
1,055
-6
-0.6% -$627 0.03% 126
2024
Q1
$130K Sell
1,061
-168
-14% -$20.5K 0.04% 99
2023
Q4
$143K Sell
1,229
-6
-0.5% -$696 0.05% 99
2023
Q3
$148K Buy
1,235
+404
+49% +$48.4K 0.06% 92
2023
Q2
$86.1K Buy
+831
New +$86.1K 0.03% 151
2022
Q4
$167K Buy
+1,392
New +$167K 0.07% 110