GC Wealth Management RIA’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
12,601
+5,500
+77% +$494K 0.09% 191
2025
Q1
$746K Sell
7,101
-472
-6% -$49.6K 0.14% 136
2024
Q4
$751K Sell
7,573
-733
-9% -$72.7K 0.13% 134
2024
Q3
$874K Sell
8,306
-168
-2% -$17.7K 0.15% 120
2024
Q2
$969K Sell
8,474
-229
-3% -$26.2K 0.19% 104
2024
Q1
$1.11M Buy
8,703
+601
+7% +$76.5K 0.22% 91
2023
Q4
$940K Buy
+8,102
New +$940K 0.42% 63