J.W. Cole 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 | $12.1M | Sell |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $13.4M | Buy |
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|
2024
Q4 | $3.03M | Buy |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $3.43M | Sell |
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|
2024
Q1 | $4.08M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.16M | Sell |
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|
2023
Q1 | $3.15M | Buy |
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|
2022
Q4 | $3.57M | Buy |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $705K | Buy |
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|
2020
Q4 | $350K | Sell |
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|
2020
Q3 | $3.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $643K | Buy |
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