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