Journey Strategic Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
8,632
+4,174
| +94% | +$375K | 0.03% | 208 |
|
|
2025
Q1 | $468K | Buy |
4,458
+357
| +9% | +$37.5K | 0.02% | 236 |
|
|
2024
Q4 | $407K | Buy |
4,101
+391
| +11% | +$38.8K | 0.02% | 261 |
|
|
2024
Q3 | $391K | Buy |
3,710
+738
| +25% | +$77.7K | 0.01% | 265 |
|
|
2024
Q2 | $340K | Buy |
2,972
+1,178
| +66% | +$135K | 0.01% | 221 |
|
|
2024
Q1 | $228K | Buy |
+1,794
| New | +$228K | 0.01% | 248 |
|
|
2023
Q2 | – | Sell |
-2,273
| Closed | -$225K | – | 218 |
|
|
2023
Q1 | $225K | Sell |
2,273
-253
| -10% | -$25.1K | 0.02% | 207 |
|
|
2022
Q4 | $298K | Buy |
+2,526
| New | +$298K | 0.04% | 141 |
|