Cypress Wealth Services’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
3,116
+337
| +12% | +$30.2K | 0.05% | 246 |
|
|
2025
Q1 | $292K | Buy |
2,779
+686
| +33% | +$72K | 0.06% | 223 |
|
|
2024
Q4 | $208K | Sell |
2,093
-518
| -20% | -$51.4K | 0.04% | 266 |
|
|
2024
Q3 | $275K | Buy |
2,611
+81
| +3% | +$8.53K | 0.06% | 218 |
|
|
2024
Q2 | $289K | Buy |
2,530
+748
| +42% | +$85.5K | 0.06% | 196 |
|
|
2024
Q1 | $227K | Buy |
1,782
+53
| +3% | +$6.75K | 0.05% | 236 |
|
|
2023
Q4 | $201K | Buy |
+1,729
| New | +$201K | 0.05% | 234 |
|
|
2021
Q4 | – | Sell |
-4,233
| Closed | -$287K | – | 232 |
|
|
2021
Q3 | $287K | Sell |
4,233
-2,594
| -38% | -$176K | 0.09% | 177 |
|
|
2021
Q2 | $416K | Buy |
6,827
+1,988
| +41% | +$121K | 0.11% | 159 |
|
|
2021
Q1 | $256K | Sell |
4,839
-1,726
| -26% | -$91.3K | 0.05% | 240 |
|
|
2020
Q4 | $263K | Buy |
+6,565
| New | +$263K | 0.06% | 224 |
|
|
2020
Q3 | – | Sell |
-6,092
| Closed | -$256K | – | 39 |
|
|
2020
Q2 | $256K | Sell |
6,092
-841
| -12% | -$35.3K | 0.06% | 223 |
|
|
2020
Q1 | $214K | Buy |
+6,933
| New | +$214K | 0.06% | 219 |
|