Cypress Wealth Services’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$315K Buy
2025
Q2
$280K Buy
2025
Q1
$292K Buy
2024
Q4
$208K Sell
2024
Q3
$275K Buy
2024
Q2
$289K Buy
2024
Q1
$227K Buy
2023
Q4
$201K Buy
2021
Q4
Sell
2021
Q3
$287K Sell
2021
Q2
$416K Buy
2021
Q1
$256K Sell
2020
Q4
$263K Buy
2020
Q3
Sell
2020
Q2
$256K Sell
2020
Q1
$214K Buy