HWMO
Heritage Wealth Management (Ohio)’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
20,916
-4,985
| -19% | -$447K | 0.61% | 43 |
|
|
2025
Q1 | $2.72M | Buy |
25,901
+40
| +0.2% | +$4.2K | 0.93% | 19 |
|
|
2024
Q4 | $2.56M | Buy |
25,861
+14,840
| +135% | +$1.47M | 0.85% | 23 |
|
|
2024
Q3 | $1.16M | Sell |
11,021
-1,112
| -9% | -$117K | 0.38% | 70 |
|
|
2024
Q2 | $1.37M | Buy |
+12,133
| New | +$1.37M | 0.46% | 59 |
|