GWM
Guardian Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
30,892
+623
| +2% | +$55.9K | 1.85% | 20 |
|
|
2025
Q1 | $3.18M | Buy |
30,269
+11,907
| +65% | +$1.25M | 2.12% | 16 |
|
|
2024
Q4 | $1.82M | Sell |
18,362
-9,594
| -34% | -$951K | 1.24% | 29 |
|
|
2024
Q3 | $2.94M | Sell |
27,956
-270
| -1% | -$28.4K | 2.07% | 16 |
|
|
2024
Q2 | $3.23M | Buy |
28,226
+3,312
| +13% | +$379K | 2.47% | 11 |
|
|
2024
Q1 | $3.17M | Buy |
24,914
+1,068
| +4% | +$136K | 2.44% | 12 |
|
|
2023
Q4 | $2.77M | Buy |
23,846
+252
| +1% | +$29.3K | 2.34% | 14 |
|
|
2023
Q3 | $2.83M | Buy |
23,594
+2,767
| +13% | +$331K | 2.65% | 8 |
|
|
2023
Q2 | $2.16M | Buy |
20,827
+771
| +4% | +$79.9K | 1.97% | 18 |
|
|
2023
Q1 | $1.99M | Buy |
20,056
+714
| +4% | +$70.8K | 1.92% | 17 |
|
|
2022
Q4 | $2.28M | Buy |
19,342
+923
| +5% | +$109K | 2.25% | 10 |
|
|
2022
Q3 | $1.89M | Buy |
18,419
+723
| +4% | +$74K | 2.13% | 14 |
|
|
2022
Q2 | $1.59M | Buy |
17,696
+1,321
| +8% | +$119K | 1.71% | 23 |
|
|
2022
Q1 | $1.64M | Buy |
16,375
+1,027
| +7% | +$103K | 1.63% | 24 |
|
|
2021
Q4 | $1.11M | Buy |
+15,348
| New | +$1.11M | 1.07% | 38 |
|