OneAscent Wealth Management’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 | $234K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $389K | Buy |
|
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|
2024
Q2 | $344K | Sell |
|
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|
2024
Q1 | $513K | Sell |
|
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $487K | Sell |
|
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|
2023
Q2 | $561K | Sell |
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|
2023
Q1 | $651K | Sell |
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|
2022
Q4 | $844K | Sell |
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|
2022
Q3 | $835K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $734K | Buy |
|