Forum Financial 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
$2.09M Buy
23,323
+342
+1% +$30.7K 0.03% 122
2025
Q1
$2.41M Sell
22,981
-68
-0.3% -$7.14K 0.04% 97
2024
Q4
$2.29M Buy
23,049
+4,370
+23% +$433K 0.04% 101
2024
Q3
$1.97M Sell
18,679
-246
-1% -$25.9K 0.03% 110
2024
Q2
$2.16M Sell
18,925
-1,438
-7% -$164K 0.04% 91
2024
Q1
$2.59M Buy
20,363
+2,225
+12% +$283K 0.04% 92
2023
Q4
$2.11M Sell
18,138
-1,796
-9% -$208K 0.04% 86
2023
Q3
$2.39M Buy
19,934
+2,655
+15% +$318K 0.05% 74
2023
Q2
$1.79M Buy
17,279
+523
+3% +$54.2K 0.04% 92
2023
Q1
$1.66M Sell
16,756
-137
-0.8% -$13.6K 0.05% 90
2022
Q4
$1.99M Sell
16,893
-347
-2% -$40.9K 0.07% 70
2022
Q3
$1.76M Buy
17,240
+99
+0.6% +$10.1K 0.09% 64
2022
Q2
$1.54M Buy
17,141
+143
+0.8% +$12.8K 0.08% 81
2022
Q1
$1.7M Buy
16,998
+882
+5% +$88.2K 0.08% 76
2021
Q4
$1.16M Buy
+16,116
New +$1.16M 0.06% 106