JPWM
Jamison Private Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
17,165
+53
| +0.3% | +$4.76K | 0.22% | 87 |
|
|
2025
Q1 | $1.8M | Sell |
17,112
-21
| -0.1% | -$2.21K | 0.27% | 84 |
|
|
2024
Q4 | $1.7M | Buy |
17,133
+49
| +0.3% | +$4.86K | 0.25% | 89 |
|
|
2024
Q3 | $1.8M | Buy |
17,084
+126
| +0.7% | +$13.3K | 0.27% | 84 |
|
|
2024
Q2 | $1.94M | Sell |
16,958
-195
| -1% | -$22.3K | 0.32% | 73 |
|
|
2024
Q1 | $2.18M | Sell |
17,153
-240
| -1% | -$30.5K | 0.37% | 65 |
|
|
2023
Q4 | $2.02M | Sell |
17,393
-204
| -1% | -$23.7K | 0.38% | 66 |
|
|
2023
Q3 | $2.11M | Buy |
+17,597
| New | +$2.11M | 0.44% | 62 |
|