Everhart Financial Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
8,004
+2,745
| +52% | +$246K | 0.08% | 178 |
|
|
2025
Q1 | $552K | Buy |
5,259
+280
| +6% | +$29.4K | 0.08% | 188 |
|
|
2024
Q4 | $494K | Buy |
4,979
+2,182
| +78% | +$216K | 0.1% | 193 |
|
|
2024
Q3 | $294K | Buy |
2,797
+653
| +30% | +$68.7K | 0.07% | 264 |
|
|
2024
Q2 | $245K | Sell |
2,144
-1,537
| -42% | -$176K | 0.06% | 254 |
|
|
2024
Q1 | $469K | Sell |
3,681
-284
| -7% | -$36.1K | 0.14% | 155 |
|
|
2023
Q4 | $460K | Buy |
+3,965
| New | +$460K | 0.16% | 123 |
|