HWA
HCR Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
36,506
+944
| +3% | +$84.7K | 0.39% | 45 |
|
|
2025
Q1 | $3.73M | Sell |
35,562
-206
| -0.6% | -$21.6K | 0.49% | 34 |
|
|
2024
Q4 | $3.55M | Sell |
35,768
-114
| -0.3% | -$11.3K | 0.44% | 37 |
|
|
2024
Q3 | $3.78M | Buy |
35,882
+280
| +0.8% | +$29.5K | 0.49% | 33 |
|
|
2024
Q2 | $4.07M | Buy |
35,602
+764
| +2% | +$87.4K | 0.58% | 27 |
|
|
2024
Q1 | $4.43M | Buy |
34,838
+104
| +0.3% | +$13.2K | 0.67% | 22 |
|
|
2023
Q4 | $4.03M | Buy |
34,734
+4,605
| +15% | +$535K | 0.64% | 25 |
|
|
2023
Q3 | $3.61M | Sell |
30,129
-4,614
| -13% | -$553K | 0.79% | 22 |
|
|
2023
Q2 | $3.6M | Buy |
34,743
+1,928
| +6% | +$200K | 0.67% | 28 |
|
|
2023
Q1 | $3.27M | Sell |
32,815
-634
| -2% | -$63.2K | 0.65% | 31 |
|
|
2022
Q4 | $3.98M | Sell |
33,449
-1,881
| -5% | -$224K | 0.84% | 21 |
|
|
2022
Q3 | $3.66M | Sell |
35,330
-3,200
| -8% | -$331K | 0.78% | 25 |
|
|
2022
Q2 | $3.48M | Sell |
38,530
-2,312
| -6% | -$209K | 0.7% | 28 |
|
|
2022
Q1 | $4.08M | Sell |
40,842
-4,079
| -9% | -$408K | 0.67% | 31 |
|
|
2021
Q4 | $3.24M | Sell |
44,921
-955
| -2% | -$68.9K | 0.5% | 42 |
|
|
2021
Q3 | $3.11M | Buy |
45,876
+1,392
| +3% | +$94.3K | 0.52% | 42 |
|
|
2021
Q2 | $2.71M | Buy |
44,484
+1,964
| +5% | +$120K | 0.47% | 46 |
|
|
2021
Q1 | $2.25M | Buy |
42,520
+3,819
| +10% | +$202K | 0.45% | 49 |
|
|
2020
Q4 | $1.55M | Buy |
38,701
+8,974
| +30% | +$359K | 0.32% | 63 |
|
|
2020
Q3 | $955K | Sell |
29,727
-728
| -2% | -$23.4K | 0.22% | 79 |
|
|
2020
Q2 | $1.25M | Buy |
30,455
+420
| +1% | +$17.2K | 0.29% | 61 |
|
|
2020
Q1 | $925K | Sell |
30,035
-5,517
| -16% | -$170K | 0.26% | 67 |
|
|
2019
Q4 | $2.31M | Buy |
35,552
+3,086
| +10% | +$201K | 0.56% | 32 |
|
|
2019
Q3 | $1.85M | Buy |
32,466
+2,983
| +10% | +$170K | 0.61% | 38 |
|
|
2019
Q2 | $1.8M | Buy |
29,483
+9,290
| +46% | +$567K | 0.51% | 40 |
|
|
2019
Q1 | $1.33M | Sell |
20,193
-11,149
| -36% | -$736K | 0.38% | 52 |
|
|
2018
Q4 | $1.95M | Sell |
31,342
-3,600
| -10% | -$224K | 0.63% | 29 |
|
|
2018
Q3 | $2.48M | Buy |
34,942
+343
| +1% | +$24.3K | 0.81% | 24 |
|
|
2018
Q2 | $2.42M | Buy |
34,599
+2,752
| +9% | +$193K | 0.8% | 25 |
|
|
2018
Q1 | $1.89M | Buy |
31,847
+1,700
| +6% | +$101K | 0.65% | 30 |
|
|
2017
Q4 | $1.66M | Buy |
30,147
+8,497
| +39% | +$466K | 0.58% | 37 |
|
|
2017
Q3 | $1.08M | Sell |
21,650
-195
| -0.9% | -$9.76K | 0.46% | 56 |
|
|
2017
Q2 | $961K | Buy |
21,845
+3,166
| +17% | +$139K | 0.47% | 53 |
|
|
2017
Q1 | $931K | Buy |
18,679
+2,174
| +13% | +$108K | 0.48% | 51 |
|
|
2016
Q4 | $828K | Buy |
+16,505
| New | +$828K | 0.44% | 55 |
|