IFWM
Institute for Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
10,381
+1
| +0% | +$90 | 0.1% | 205 |
|
|
2025
Q1 | $1.09M | Sell |
10,380
-302
| -3% | -$31.7K | 0.14% | 169 |
|
|
2024
Q4 | $1.06M | Sell |
10,682
-1,522
| -12% | -$151K | 0.13% | 162 |
|
|
2024
Q3 | $1.28M | Buy |
12,204
+1,761
| +17% | +$185K | 0.16% | 142 |
|
|
2024
Q2 | $1.19M | Buy |
10,443
+146
| +1% | +$16.7K | 0.16% | 139 |
|
|
2024
Q1 | $1.31M | Sell |
10,297
-12
| -0.1% | -$1.53K | 0.17% | 129 |
|
|
2023
Q4 | $1.2M | Sell |
10,309
-344
| -3% | -$39.9K | 0.19% | 132 |
|
|
2023
Q3 | $1.28M | Sell |
10,653
-7
| -0.1% | -$839 | 0.23% | 104 |
|
|
2023
Q2 | $1.1M | Buy |
10,660
+5
| +0% | +$518 | 0.19% | 125 |
|
|
2023
Q1 | $1.06M | Buy |
10,655
+2,844
| +36% | +$282K | 0.2% | 124 |
|
|
2022
Q4 | $922K | Sell |
7,811
-7
| -0.1% | -$826 | 0.19% | 143 |
|
|
2022
Q3 | $800K | Sell |
7,818
-6
| -0.1% | -$614 | 0.18% | 153 |
|
|
2022
Q2 | $703K | Buy |
7,824
+30
| +0.4% | +$2.7K | 0.14% | 187 |
|
|
2022
Q1 | $779K | Sell |
7,794
-77
| -1% | -$7.7K | 0.13% | 197 |
|
|
2021
Q4 | $568K | Hold |
7,871
| – | – | 0.09% | 262 |
|
|
2021
Q3 | $533K | Hold |
7,871
| – | – | 0.09% | 257 |
|
|
2021
Q2 | $479K | Sell |
7,871
-9
| -0.1% | -$548 | 0.08% | 283 |
|
|
2021
Q1 | $417K | Buy |
7,880
+454
| +6% | +$24K | 0.08% | 293 |
|
|
2020
Q4 | $297K | Sell |
7,426
-3,014
| -29% | -$121K | 0.06% | 344 |
|
|
2020
Q3 | $343K | Sell |
10,440
-10,215
| -49% | -$336K | 0.08% | 290 |
|
|
2020
Q2 | $868K | Buy |
20,655
+1,466
| +8% | +$61.6K | 0.21% | 126 |
|
|
2020
Q1 | $591K | Buy |
19,189
+970
| +5% | +$29.9K | 0.18% | 148 |
|
|
2019
Q4 | $1.19M | Buy |
18,219
+530
| +3% | +$34.5K | 0.27% | 101 |
|
|
2019
Q3 | $1.01M | Buy |
17,689
+583
| +3% | +$33.2K | 0.25% | 111 |
|
|
2019
Q2 | $1.04M | Buy |
17,106
+338
| +2% | +$20.6K | 0.23% | 126 |
|
|
2019
Q1 | $1.12M | Sell |
16,768
-1,184
| -7% | -$79K | 0.24% | 114 |
|
|
2018
Q4 | $1.12M | Buy |
17,952
+92
| +0.5% | +$5.74K | 0.46% | 63 |
|
|
2018
Q3 | $1.39M | Sell |
17,860
-112
| -0.6% | -$8.69K | 0.47% | 67 |
|
|
2018
Q2 | $1.25M | Buy |
17,972
+2,239
| +14% | +$155K | 0.4% | 85 |
|
|
2018
Q1 | $1.02M | Buy |
15,733
+146
| +0.9% | +$9.48K | 0.3% | 120 |
|
|
2017
Q4 | $865K | Buy |
15,587
+2,404
| +18% | +$133K | 0.2% | 153 |
|
|
2017
Q3 | $660K | Sell |
13,183
-806
| -6% | -$40.4K | 0.21% | 156 |
|
|
2017
Q2 | $614K | Buy |
+13,989
| New | +$614K | 0.17% | 189 |
|
|
2013
Q3 | – | Sell |
-1,611
| Closed | -$97K | – | 76 |
|
|
2013
Q2 | $97K | Buy |
+1,611
| New | +$97K | 0.08% | 41 |
|