Crux Wealth Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
11,830
+4,423
+60% +$397K 0.45% 65
2025
Q1
$778K Buy
7,407
+3,525
+91% +$370K 0.4% 77
2024
Q4
$385K Buy
+3,882
New +$385K 0.21% 112