Pacific Capital 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 Q1	–	Sell	-216	Closed	-$21.4K	–	147
2024 Q4	$21.4K	Sell	216 -139	-39%	-$13.8K	﹤0.01%	216
2024 Q3	$37.4K	Buy	355 +45	+15%	+$4.74K	0.01%	182
2024 Q2	$35.5K	Buy	310 +216	+230%	+$24.7K	0.01%	185
2024 Q1	$12K	Buy	+94	New	+$12K	﹤0.01%	219