HHGA
Halbert Hargrove Global Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98K | Sell |
22
-42
| -66% | -$3.77K | ﹤0.01% | 277 |
|
|
2025
Q1 | $6.72K | Buy |
64
+42
| +191% | +$4.41K | ﹤0.01% | 271 |
|
|
2024
Q4 | $2.18K | Buy |
+22
| New | +$2.18K | ﹤0.01% | 264 |
|
|
2022
Q4 | – | Sell |
-2,380
| Closed | -$243K | – | 158 |
|
|
2022
Q3 | $243K | Buy |
2,380
+112
| +5% | +$11.4K | 0.02% | 121 |
|
|
2022
Q2 | $204K | Buy |
+2,268
| New | +$204K | 0.02% | 137 |
|
|
2015
Q3 | – | Sell |
-8,566
| Closed | -$526K | – | 111 |
|
|
2015
Q2 | $526K | Sell |
8,566
-1,116
| -12% | -$68.5K | 0.13% | 77 |
|
|
2015
Q1 | $603K | Buy |
9,682
+4,239
| +78% | +$264K | 0.19% | 65 |
|
|
2014
Q4 | $376K | Sell |
5,443
-2
| -0% | -$138 | 0.19% | 56 |
|
|
2014
Q3 | $417K | Buy |
5,445
+747
| +16% | +$57.2K | 0.12% | 67 |
|
|
2014
Q2 | $403K | Buy |
4,698
+8
| +0.2% | +$686 | 0.12% | 62 |
|
|
2014
Q1 | $330K | Sell |
4,690
-575
| -11% | -$40.5K | 0.1% | 74 |
|
|
2013
Q4 | $372K | Buy |
+5,265
| New | +$372K | 0.11% | 61 |
|