Family Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
2,385
-85
-3% -$7.63K 0.03% 166
2025
Q1
$259K Sell
2,470
-1,338
-35% -$141K 0.04% 140
2024
Q4
$378K Buy
3,808
+681
+22% +$67.5K 0.06% 121
2024
Q3
$329K Sell
3,127
-26,160
-89% -$2.75M 0.05% 131
2024
Q2
$3.35M Buy
29,287
+1,489
+5% +$170K 0.59% 45
2024
Q1
$3.54M Buy
+27,798
New +$3.54M 0.65% 43