Institute for Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $998K | Buy |
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|
2025
Q2 | $932K | Buy |
|
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.28M | Buy |
|
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.31M | Sell |
|
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.28M | Sell |
|
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|
2023
Q2 | $1.1M | Buy |
|
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|
2023
Q1 | $1.06M | Buy |
|
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|
2022
Q4 | $922K | Sell |
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|
2022
Q3 | $800K | Sell |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $779K | Sell |
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|
2021
Q4 | $568K | Hold |
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|
2021
Q3 | $533K | Hold |
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|
2021
Q2 | $479K | Sell |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $868K | Buy |
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|
2020
Q1 | $591K | Buy |
|
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $1.01M | Buy |
|
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|
2019
Q2 | $1.04M | Buy |
|
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $1.12M | Buy |
|
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|
2018
Q3 | $1.39M | Sell |
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|
2018
Q2 | $1.25M | Buy |
|
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|
2018
Q1 | $1.02M | Buy |
|
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|
2017
Q4 | $865K | Buy |
|
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|
2017
Q3 | $660K | Sell |
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|
2017
Q2 | $614K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $97K | Buy |
|