Crestmont Private Wealth’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
2025
Q1
$584K Hold
2024
Q4
$552K Buy
2024
Q3
$361K Hold
2024
Q2
$392K Sell
2024
Q1
$449K Sell
2023
Q4
$414K Sell
2023
Q3
$435K Sell
2023
Q2
$383K Hold
2023
Q1
$367K Hold
2022
Q4
$437K Buy
2022
Q1
Sell
2021
Q4
$0 Buy