Modern Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
17,785
+2,636
| +17% | +$237K | 0.04% | 292 |
|
|
2025
Q1 | $1.59M | Buy |
15,149
+2,379
| +19% | +$250K | 0.05% | 238 |
|
|
2024
Q4 | $1.27M | Buy |
12,770
+4,212
| +49% | +$418K | 0.05% | 229 |
|
|
2024
Q3 | $901K | Buy |
8,558
+915
| +12% | +$96.3K | 0.06% | 173 |
|
|
2024
Q2 | $874K | Buy |
7,643
+1,157
| +18% | +$132K | 0.06% | 149 |
|
|
2024
Q1 | $826K | Buy |
6,486
+607
| +10% | +$77.3K | 0.08% | 131 |
|
|
2023
Q4 | $682K | Buy |
+5,879
| New | +$682K | 0.09% | 78 |
|