Novak & Powell Financial Services’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,968
| Closed | -$207K | – | 148 |
|
|
2025
Q1 | $207K | Buy |
+1,968
| New | +$207K | 0.13% | 146 |
|
|
2024
Q4 | – | Sell |
-2,256
| Closed | -$238K | – | 152 |
|
|
2024
Q3 | $238K | Hold |
2,256
| – | – | 0.14% | 142 |
|
|
2024
Q2 | $258K | Hold |
2,256
| – | – | 0.16% | 112 |
|
|
2024
Q1 | $287K | Hold |
2,256
| – | – | 0.21% | 101 |
|
|
2023
Q4 | $262K | Buy |
+2,256
| New | +$262K | 0.17% | 111 |
|