KWM
Kingsview Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
32,432
+2,649
| +9% | +$238K | 0.05% | 362 |
|
|
2025
Q1 | $3.13M | Buy |
29,783
+2,770
| +10% | +$291K | 0.06% | 290 |
|
|
2024
Q4 | $2.68M | Buy |
27,013
+3,402
| +14% | +$337K | 0.05% | 320 |
|
|
2024
Q3 | $2.49M | Sell |
23,611
-3,603
| -13% | -$379K | 0.05% | 325 |
|
|
2024
Q2 | $3.11M | Buy |
27,214
+652
| +2% | +$74.6K | 0.07% | 249 |
|
|
2024
Q1 | $3.38M | Buy |
26,562
+1,748
| +7% | +$222K | 0.08% | 225 |
|
|
2023
Q4 | $2.88M | Sell |
24,814
-674
| -3% | -$78.2K | 0.09% | 213 |
|
|
2023
Q3 | $3.05M | Buy |
25,488
+5,553
| +28% | +$665K | 0.11% | 202 |
|
|
2023
Q2 | $2.07M | Sell |
19,935
-15,748
| -44% | -$1.63M | 0.08% | 247 |
|
|
2023
Q1 | $3.54M | Buy |
35,683
+15,315
| +75% | +$1.52M | 0.15% | 153 |
|
|
2022
Q4 | $2.4M | Buy |
20,368
+4,149
| +26% | +$490K | 0.1% | 211 |
|
|
2022
Q3 | $1.66M | Sell |
16,219
-8,127
| -33% | -$832K | 0.08% | 249 |
|
|
2022
Q2 | $2.19M | Buy |
24,346
+8,412
| +53% | +$756K | 0.1% | 209 |
|
|
2022
Q1 | $1.59M | Sell |
15,934
-16,503
| -51% | -$1.65M | 0.07% | 284 |
|
|
2021
Q4 | $2.34M | Buy |
32,437
+20,322
| +168% | +$1.47M | 0.1% | 215 |
|
|
2021
Q3 | $821K | Buy |
12,115
+68
| +0.6% | +$4.61K | 0.04% | 421 |
|
|
2021
Q2 | $758K | Buy |
12,047
+1,577
| +15% | +$99.2K | 0.04% | 444 |
|
|
2021
Q1 | $566K | Buy |
10,470
+2,995
| +40% | +$162K | 0.03% | 483 |
|
|
2020
Q4 | $299K | Buy |
7,475
+116
| +2% | +$4.64K | 0.02% | 553 |
|
|
2020
Q3 | $242K | Sell |
7,359
-189
| -3% | -$6.22K | 0.02% | 523 |
|
|
2020
Q2 | $317K | Sell |
7,548
-550
| -7% | -$23.1K | 0.03% | 428 |
|
|
2020
Q1 | $249K | Buy |
8,098
+752
| +10% | +$23.1K | 0.03% | 395 |
|
|
2019
Q4 | $478K | Buy |
7,346
+3,573
| +95% | +$232K | 0.06% | 291 |
|
|
2019
Q3 | $215K | Buy |
+3,773
| New | +$215K | 0.03% | 396 |
|
|
2019
Q2 | – | Sell |
-6,946
| Closed | -$464K | – | 422 |
|
|
2019
Q1 | $464K | Buy |
6,946
+145
| +2% | +$9.69K | 0.07% | 277 |
|
|
2018
Q4 | $424K | Buy |
6,801
+75
| +1% | +$4.68K | 0.09% | 233 |
|
|
2018
Q3 | $521K | Buy |
6,726
+1,503
| +29% | +$116K | 0.11% | 218 |
|
|
2018
Q2 | $364K | Sell |
5,223
-349
| -6% | -$24.3K | 0.09% | 239 |
|
|
2018
Q1 | $330K | Buy |
5,572
+266
| +5% | +$15.8K | 0.08% | 249 |
|
|
2017
Q4 | $291K | Sell |
5,306
-1,126
| -18% | -$61.8K | 0.1% | 248 |
|
|
2017
Q3 | $322K | Buy |
6,432
+700
| +12% | +$35K | 0.14% | 204 |
|
|
2017
Q2 | $252K | Buy |
+5,732
| New | +$252K | 0.13% | 210 |
|