IVC Wealth Advisors’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 | $473K | Sell |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $770K | Sell |
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|
2024
Q2 | $943K | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $920K | Buy |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $749K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $756K | Sell |
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|
2022
Q2 | $671K | Buy |
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|
2022
Q1 | $736K | Sell |
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|
2021
Q4 | $575K | Hold |
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|
2021
Q3 | $540K | Sell |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $435K | Sell |
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|
2020
Q4 | $330K | Buy |
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