KWS
Keystone Wealth Services’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
55,006
+188
| +0.3% | +$16.9K | 1.19% | 17 |
|
|
2025
Q1 | $5.76M | Sell |
54,818
-100
| -0.2% | -$10.5K | 1.56% | 13 |
|
|
2024
Q4 | $5.45M | Buy |
54,918
+2,362
| +4% | +$234K | 1.44% | 13 |
|
|
2024
Q3 | $5.53M | Sell |
52,556
-36
| -0.1% | -$3.79K | 1.53% | 13 |
|
|
2024
Q2 | $6.02M | Sell |
52,592
-300
| -0.6% | -$34.3K | 1.87% | 9 |
|
|
2024
Q1 | $6.73M | Sell |
52,892
-500
| -0.9% | -$63.6K | 2.19% | 9 |
|
|
2023
Q4 | $6.2M | Sell |
53,392
-1,743
| -3% | -$202K | 2.12% | 9 |
|
|
2023
Q3 | $6.61M | Sell |
55,135
-532
| -1% | -$63.7K | 2.51% | 6 |
|
|
2023
Q2 | $5.77M | Buy |
55,667
+37
| +0.1% | +$3.83K | 2.16% | 10 |
|
|
2023
Q1 | $5.52M | Buy |
55,630
+71
| +0.1% | +$7.04K | 2.26% | 8 |
|
|
2022
Q4 | $6.56M | Sell |
55,559
-300
| -0.5% | -$35.4K | 2.86% | 6 |
|
|
2022
Q3 | $5.72M | Sell |
55,859
-1,096
| -2% | -$112K | 2.7% | 9 |
|
|
2022
Q2 | $5.12M | Buy |
56,955
+43
| +0.1% | +$3.86K | 2.29% | 9 |
|
|
2022
Q1 | $5.69M | Buy |
56,912
+41,036
| +258% | +$4.1M | 2.26% | 10 |
|
|
2021
Q4 | $1.15M | Buy |
+15,876
| New | +$1.15M | 0.47% | 53 |
|