Monterey Private Wealth’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $460K | Sell |
|
|||||
|
2024
Q4 | $468K | Buy |
|
|||||
|
2024
Q3 | $459K | Buy |
|
|||||
|
2024
Q2 | $497K | Buy |
|
|||||
|
2024
Q1 | $553K | Buy |
|
|||||
|
2023
Q4 | $502K | Buy |
|
|||||
|
2023
Q3 | $517K | Sell |
|
|||||
|
2023
Q2 | $454K | Sell |
|
|||||
|
2023
Q1 | $439K | Buy |
|
|||||
|
2022
Q4 | $513K | Sell |
|
|||||
|
2022
Q3 | $522K | Sell |
|
|||||
|
2022
Q2 | $460K | Sell |
|
|||||
|
2022
Q1 | $552K | Buy |
|