Icon Wealth Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
11,606
-611
-5% -$54.8K 0.07% 162
2025
Q1
$1.28M Sell
12,217
-315
-3% -$33.1K 0.11% 136
2024
Q4
$1.24M Buy
12,532
+534
+4% +$53K 0.1% 136
2024
Q3
$1.26M Buy
11,998
+183
+2% +$19.3K 0.11% 135
2024
Q2
$1.31M Buy
11,815
+1,631
+16% +$181K 0.12% 129
2024
Q1
$1.3M Buy
10,184
+521
+5% +$66.3K 0.12% 126
2023
Q4
$1.12M Buy
+9,663
New +$1.12M 0.12% 118
2022
Q4
$1.17M Sell
9,940
-12
-0.1% -$1.42K 0.13% 124
2022
Q3
$1.02M Buy
+9,952
New +$1.02M 0.12% 133