Jeppson Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
16,473
-28
| -0.2% | -$2.51K | 0.51% | 50 |
|
|
2025
Q1 | $1.73M | Hold |
16,501
| – | – | 0.63% | 44 |
|
|
2024
Q4 | $1.64M | Buy |
16,501
+1,130
| +7% | +$112K | 0.59% | 43 |
|
|
2024
Q3 | $1.62M | Sell |
15,371
-35
| -0.2% | -$3.69K | 0.58% | 44 |
|
|
2024
Q2 | $1.76M | Sell |
15,406
-130
| -0.8% | -$14.9K | 0.67% | 35 |
|
|
2024
Q1 | $1.98M | Sell |
15,536
-135
| -0.9% | -$17.2K | 0.77% | 27 |
|
|
2023
Q4 | $1.82M | Sell |
15,671
-105
| -0.7% | -$12.2K | 0.75% | 27 |
|
|
2023
Q3 | $1.89M | Sell |
15,776
-60
| -0.4% | -$7.19K | 0.87% | 26 |
|
|
2023
Q2 | $1.64M | Sell |
15,836
-2,065
| -12% | -$214K | 0.71% | 30 |
|
|
2023
Q1 | $1.78M | Sell |
17,901
-740
| -4% | -$73.4K | 0.77% | 27 |
|
|
2022
Q4 | $2.2M | Sell |
18,641
-238
| -1% | -$28.1K | 0.93% | 22 |
|
|
2022
Q3 | $1.93M | Sell |
18,879
-150
| -0.8% | -$15.4K | 0.88% | 22 |
|
|
2022
Q2 | $1.71M | Sell |
19,029
-711
| -4% | -$63.9K | 0.74% | 29 |
|
|
2022
Q1 | $1.97M | Sell |
19,740
-1,370
| -6% | -$137K | 0.92% | 22 |
|
|
2021
Q4 | $1.52M | Sell |
21,110
-285
| -1% | -$20.6K | 0.74% | 27 |
|
|
2021
Q3 | $1.45M | Sell |
21,395
-115
| -0.5% | -$7.79K | 0.76% | 27 |
|
|
2021
Q2 | $1.31M | Sell |
21,510
-70
| -0.3% | -$4.26K | 0.71% | 30 |
|
|
2021
Q1 | $1.14M | Sell |
21,580
-350
| -2% | -$18.5K | 0.68% | 35 |
|
|
2020
Q4 | $877K | Buy |
21,930
+6,835
| +45% | +$273K | 0.58% | 46 |
|
|
2020
Q3 | $496K | Buy |
+15,095
| New | +$496K | 0.39% | 66 |
|