Lyell Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.14M Sell
2025
Q2
$2.13M Sell
2025
Q1
$3.31M Sell
2024
Q4
$3.19M Sell
2024
Q3
$4.92M Sell
2024
Q2
$6.05M Buy
2024
Q1
$6.52M Buy
2023
Q4
$5.67M Buy
2023
Q3
$5.69M Buy
2023
Q2
$4.11M Buy
2023
Q1
$3.56M Buy
2022
Q4
$3.45M Buy
2022
Q3
$388K Buy
2022
Q2
$307K Buy
2022
Q1
$336K Buy
2017
Q2
Sell
2017
Q1
$300K Sell
2016
Q4
$538K Buy