LWM
Lodestone Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
13,501
-241
| -2% | -$21.6K | 0.59% | 54 |
|
|
2025
Q1 | $1.44M | Sell |
13,742
-815
| -6% | -$85.6K | 0.77% | 47 |
|
|
2024
Q4 | $1.44M | Sell |
14,557
-2,165
| -13% | -$215K | 0.72% | 48 |
|
|
2024
Q3 | $1.76M | Buy |
16,722
+11
| +0.1% | +$1.16K | 0.88% | 42 |
|
|
2024
Q2 | $1.91M | Sell |
16,711
-21
| -0.1% | -$2.4K | 1.01% | 36 |
|
|
2024
Q1 | $2.13M | Sell |
16,732
-590
| -3% | -$75.1K | 1.12% | 33 |
|
|
2023
Q4 | $2.01M | Sell |
17,322
-2,714
| -14% | -$315K | 1.16% | 32 |
|
|
2023
Q3 | $2.4M | Sell |
20,036
-1,888
| -9% | -$226K | 1.68% | 15 |
|
|
2023
Q2 | $2.27M | Buy |
21,924
+4,381
| +25% | +$454K | 1.56% | 17 |
|
|
2023
Q1 | $1.74M | Sell |
17,543
-17
| -0.1% | -$1.69K | 1.34% | 25 |
|
|
2022
Q4 | $2.07M | Buy |
+17,560
| New | +$2.07M | 1.67% | 14 |
|