Holistic Financial Partners’s ConocoPhillips COP Stock Holding History

Holistic Financial Partners’s Portfolio COP Stock Details COP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$281K	Buy
2024 Q2	–	Sell
2024 Q1	$225K	Buy
2022 Q2	–	Sell
2022 Q1	$212K	Buy
2018 Q2	–	Sell
2018 Q1	$85K	Buy
2017 Q4	$79K	Buy