Financial Synergies Wealth Advisors’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 | $389K | Buy |
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|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $70.8K | Sell |
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|
2022
Q2 | $78.7K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $721K | Sell |
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|
2021
Q3 | $717K | Buy |
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|
2021
Q2 | $609K | Sell |
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|
2021
Q1 | $624K | Hold |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $387K | Hold |
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|
2020
Q2 | $495K | Hold |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $257K | Buy |
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