GeoWealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
2025
Q1
$596K Sell
2024
Q4
$849K Buy
2024
Q3
$758K Sell
2024
Q2
$847K Buy
2024
Q1
$798K Buy
2023
Q4
$522K Buy
2023
Q3
$31K Buy
2023
Q2
$19K Sell
2023
Q1
$19K Sell
2022
Q4
$104K Buy
2022
Q3
$27K Sell
2022
Q2
$194K Buy
2022
Q1
$214K Buy
2021
Q4
$154K Sell
2021
Q3
$204K Buy
2021
Q2
$151K Buy
2019
Q4
Sell
2019
Q3
$271K Buy