Klein Pavlis & Peasley Financial’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.42M | Buy |
26,926
+1,300
| +5% | +$117K | 1.61% | 22 |
|
2025
Q1 | $2.7M | Buy |
25,626
+4,300
| +20% | +$453K | 1.94% | 18 |
|
2024
Q4 | $2.11M | Buy |
21,326
+1,126
| +6% | +$112K | 1.71% | 20 |
|
2024
Q3 | $2.13M | Buy |
20,200
+4,600
| +29% | +$484K | 1.7% | 19 |
|
2024
Q2 | $1.78M | Buy |
15,600
+1,200
| +8% | +$137K | 1.58% | 22 |
|
2024
Q1 | $1.83M | Buy |
14,400
+3,725
| +35% | +$474K | 1.66% | 21 |
|
2023
Q4 | $1.24M | Buy |
+10,675
| New | +$1.24M | 1.16% | 34 |
|