Moss Adams Wealth Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
2,787
+424
+18% +$38K 0.02% 216
2025
Q1
$248K Buy
2,363
+24
+1% +$2.52K 0.03% 177
2024
Q4
$232K Sell
2,339
-174
-7% -$17.3K 0.02% 177
2024
Q3
$265K Buy
+2,513
New +$265K 0.03% 161