Genesis Private Wealth’s ConocoPhillips COP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy	2,819 +98	+4%	+$8.8K	0.12%	116
2025 Q1	$286K	Buy	2,721 +24	+0.9%	+$2.52K	0.15%	85
2024 Q4	$267K	Buy	+2,697	New	+$267K	0.15%	91