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Optivise Advisory Services’s ConocoPhillips COP Stock Holding History

Optivise Advisory Services’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$208K Buy
2,315
+24
+1% +$2.15K 0.11% 195
2025
Q1 		$241K Sell
2,291
-250
-10% -$26.3K 0.14% 158
2024
Q4 		$252K Sell
2,541
-633
-20% -$62.8K 0.14% 144
2024
Q3 		$334K Buy
3,174
+39
+1% +$4.11K 0.18% 110
2024
Q2 		$359K Buy
+3,135
New +$359K 0.19% 114