Golden State Equity Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
14,754
+1,899
| +15% | +$170K | 0.25% | 93 |
|
|
2025
Q1 | $1.35M | Buy |
12,855
+750
| +6% | +$78.8K | 0.27% | 95 |
|
|
2024
Q4 | $1.2M | Buy |
12,105
+5,346
| +79% | +$530K | 0.23% | 111 |
|
|
2024
Q3 | $712K | Sell |
6,759
-1,930
| -22% | -$203K | 0.37% | 48 |
|
|
2024
Q2 | $994K | Buy |
+8,689
| New | +$994K | 0.21% | 120 |
|
|
2023
Q4 | $704K | Buy |
6,069
+287
| +5% | +$33.3K | 0.17% | 137 |
|
|
2023
Q3 | $693K | Buy |
5,782
+587
| +11% | +$70.3K | 0.19% | 129 |
|
|
2023
Q2 | $538K | Buy |
+5,195
| New | +$538K | 0.15% | 169 |
|
|
2021
Q3 | – | Sell |
-7,751
| Closed | -$472K | – | 238 |
|
|
2021
Q2 | $472K | Buy |
+7,751
| New | +$472K | 0.18% | 130 |
|