Great Valley Advisor Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Sell |
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|
2025
Q2 | $1.83M | Sell |
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|
2025
Q1 | $8.67M | Sell |
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|
2024
Q4 | $9.28M | Buy |
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|
2024
Q3 | $9.27M | Buy |
|
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|
2024
Q2 | $8.96M | Buy |
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|
2024
Q1 | $9.21M | Buy |
|
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|
2023
Q4 | $7.73M | Buy |
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|
2023
Q3 | $7.42M | Buy |
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|
2023
Q2 | $5.47M | Buy |
|
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|
2023
Q1 | $4.75M | Buy |
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|
2022
Q4 | $3.38M | Sell |
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|
2022
Q3 | $2.97M | Sell |
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|
2022
Q2 | $4.75M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $1.03M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
|