Mount Yale Investment Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
|
|||||
|
2025
Q1 | $1.9M | Buy |
|
|||||
|
2024
Q4 | $979K | Buy |
|
|||||
|
2024
Q3 | $659K | Sell |
|
|||||
|
2024
Q2 | $753K | Buy |
|
|||||
|
2024
Q1 | $833K | Sell |
|
|||||
|
2023
Q4 | $794K | Buy |
|
|||||
|
2023
Q3 | $758K | Buy |
|
|||||
|
2023
Q2 | $654K | Buy |
|
|||||
|
2023
Q1 | $513K | Sell |
|
|||||
|
2022
Q4 | $1.15M | Sell |
|
|||||
|
2022
Q3 | $1.38M | Sell |
|
|||||
|
2022
Q2 | $1.26M | Buy |
|
|||||
|
2022
Q1 | $1.28M | Sell |
|
|||||
|
2021
Q4 | $934K | Buy |
|
|||||
|
2021
Q3 | $834K | Buy |
|
|||||
|
2021
Q2 | $711K | Buy |
|
|||||
|
2021
Q1 | $615K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $338K | Buy |
|
|||||
|
2020
Q2 | $295K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $364K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $261K | Sell |
|
|||||
|
2018
Q2 | $300K | Buy |
|
|||||
|
2018
Q1 | $230K | Buy |
|