EWM
Evercore Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
12,126
-1,028
| -8% | -$92.3K | 0.02% | 209 |
|
|
2025
Q1 | $1.38M | Sell |
13,154
-466
| -3% | -$48.9K | 0.02% | 190 |
|
|
2024
Q4 | $1.35M | Buy |
13,620
+159
| +1% | +$15.8K | 0.02% | 195 |
|
|
2024
Q3 | $1.42M | Sell |
13,461
-634
| -4% | -$66.7K | 0.02% | 190 |
|
|
2024
Q2 | $1.61M | Sell |
14,095
-90
| -0.6% | -$10.3K | 0.03% | 177 |
|
|
2024
Q1 | $1.81M | Buy |
14,185
+427
| +3% | +$54.3K | 0.03% | 173 |
|
|
2023
Q4 | $1.6M | Buy |
13,758
+343
| +3% | +$39.8K | 0.03% | 180 |
|
|
2023
Q3 | $1.61M | Sell |
13,415
-83
| -0.6% | -$9.94K | 0.03% | 173 |
|
|
2023
Q2 | $1.4M | Sell |
13,498
-719
| -5% | -$74.5K | 0.03% | 184 |
|
|
2023
Q1 | $1.41M | Buy |
14,217
+115
| +0.8% | +$11.4K | 0.03% | 179 |
|
|
2022
Q4 | $1.66M | Buy |
14,102
+748
| +6% | +$88.3K | 0.03% | 165 |
|
|
2022
Q3 | $1.37M | Buy |
13,354
+8
| +0.1% | +$818 | 0.03% | 171 |
|
|
2022
Q2 | $1.2M | Sell |
13,346
-220
| -2% | -$19.7K | 0.03% | 188 |
|
|
2022
Q1 | $1.36M | Buy |
13,566
+3,965
| +41% | +$397K | 0.02% | 196 |
|
|
2021
Q4 | $693K | Hold |
9,601
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $650K | Sell |
9,601
-1,035
| -10% | -$70.1K | 0.01% | 260 |
|
|
2021
Q2 | $648K | Sell |
10,636
-647
| -6% | -$39.4K | 0.01% | 266 |
|
|
2021
Q1 | $597K | Sell |
11,283
-797
| -7% | -$42.2K | 0.01% | 272 |
|
|
2020
Q4 | $483K | Sell |
12,080
-4,731
| -28% | -$189K | 0.01% | 291 |
|
|
2020
Q3 | $553K | Sell |
16,811
-3,977
| -19% | -$131K | 0.01% | 254 |
|
|
2020
Q2 | $874K | Sell |
20,788
-1,336
| -6% | -$56.2K | 0.02% | 205 |
|
|
2020
Q1 | $682K | Sell |
22,124
-11,384
| -34% | -$351K | 0.02% | 208 |
|
|
2019
Q4 | $2.18M | Sell |
33,508
-419
| -1% | -$27.2K | 0.06% | 147 |
|
|
2019
Q3 | $1.93M | Buy |
33,927
+832
| +3% | +$47.4K | 0.06% | 151 |
|
|
2019
Q2 | $2.02M | Sell |
33,095
-568
| -2% | -$34.7K | 0.06% | 150 |
|
|
2019
Q1 | $2.25M | Sell |
33,663
-683
| -2% | -$45.6K | 0.07% | 138 |
|
|
2018
Q4 | $2.14M | Buy |
34,346
+1,184
| +4% | +$73.8K | 0.08% | 127 |
|
|
2018
Q3 | $2.57M | Sell |
33,162
-80
| -0.2% | -$6.19K | 0.08% | 125 |
|
|
2018
Q2 | $2.32M | Buy |
33,242
+1,135
| +4% | +$79K | 0.08% | 126 |
|
|
2018
Q1 | $1.9M | Sell |
32,107
-1,487
| -4% | -$88.2K | 0.07% | 135 |
|
|
2017
Q4 | $1.84M | Sell |
33,594
-7,810
| -19% | -$429K | 0.07% | 146 |
|
|
2017
Q3 | $2.07M | Sell |
41,404
-2,400
| -5% | -$120K | 0.08% | 130 |
|
|
2017
Q2 | $1.93M | Sell |
43,804
-6,197
| -12% | -$272K | 0.07% | 138 |
|
|
2017
Q1 | $2.49M | Buy |
50,001
+3,824
| +8% | +$191K | 0.1% | 118 |
|
|
2016
Q4 | $2.32M | Sell |
46,177
-6,940
| -13% | -$348K | 0.1% | 121 |
|
|
2016
Q3 | $2.31M | Buy |
53,117
+437
| +0.8% | +$19K | 0.1% | 123 |
|
|
2016
Q2 | $2.3M | Sell |
52,680
-584
| -1% | -$25.5K | 0.1% | 122 |
|
|
2016
Q1 | $2.15M | Sell |
53,264
-4,918
| -8% | -$198K | 0.09% | 119 |
|
|
2015
Q4 | $2.72M | Sell |
58,182
-1,898
| -3% | -$88.6K | 0.13% | 113 |
|
|
2015
Q3 | $2.88M | Sell |
60,080
-2,814
| -4% | -$135K | 0.14% | 109 |
|
|
2015
Q2 | $3.86M | Sell |
62,894
-2,637
| -4% | -$162K | 0.17% | 107 |
|
|
2015
Q1 | $4.07M | Sell |
65,531
-4,678
| -7% | -$291K | 0.19% | 105 |
|
|
2014
Q4 | $4.85M | Sell |
70,209
-7,056
| -9% | -$487K | 0.24% | 91 |
|
|
2014
Q3 | $5.92M | Buy |
77,265
+673
| +0.9% | +$51.5K | 0.3% | 80 |
|
|
2014
Q2 | $6.57M | Buy |
76,592
+15,786
| +26% | +$1.35M | 0.34% | 77 |
|
|
2014
Q1 | $4.28M | Sell |
60,806
-6,322
| -9% | -$445K | 0.24% | 94 |
|
|
2013
Q4 | $4.74M | Sell |
67,128
-20,348
| -23% | -$1.44M | 0.26% | 97 |
|
|
2013
Q3 | $6.08M | Sell |
87,476
-563
| -0.6% | -$39.1K | 0.35% | 85 |
|
|
2013
Q2 | $5.32M | Buy |
+88,039
| New | +$5.32M | 0.3% | 89 |
|