Evergreen Wealth Solutions’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$202K Buy
2024
Q4
Sell
2024
Q3
$401K Sell
2024
Q2
$532K Sell
2024
Q1
$606K Buy
2023
Q4
$537K Buy
2023
Q3
$553K Sell
2023
Q2
$498K Buy
2023
Q1
$402K Sell
2022
Q4
$493K Sell
2022
Q3
$463K Buy
2022
Q2
$243K Buy
2022
Q1
$255K Sell
2021
Q4
$211K Buy