LWM
LongView Wealth Management’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
2,698
-200
| -7% | -$17.9K | 0.07% | 192 |
|
|
2025
Q1 | $304K | Sell |
2,898
-116
| -4% | -$12.2K | 0.09% | 164 |
|
|
2024
Q4 | $299K | Sell |
3,014
-189
| -6% | -$18.7K | 0.09% | 161 |
|
|
2024
Q3 | $337K | Sell |
3,203
-26
| -0.8% | -$2.74K | 0.11% | 148 |
|
|
2024
Q2 | $369K | Sell |
3,229
-95
| -3% | -$10.9K | 0.14% | 131 |
|
|
2024
Q1 | $423K | Sell |
3,324
-120
| -3% | -$15.3K | 0.17% | 117 |
|
|
2023
Q4 | $388K | Buy |
+3,444
| New | +$388K | 0.17% | 116 |
|