MSWA
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Marshall & Sterling Wealth Advisors’s ConocoPhillips COP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$304K Sell
3,385
-58
-2% -$5.2K 0.21% 64
2025
Q1 		$362K Buy
3,443
+86
+3% +$9.03K 0.25% 62
2024
Q4 		$333K Buy
+3,357
New +$333K 0.23% 66