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 |
|