Perigon 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
Q3 | $719K | Buy |
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|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $829K | Sell |
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|
2024
Q4 | $865K | Buy |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $983K | Buy |
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|
2023
Q4 | $798K | Buy |
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|
2023
Q3 | $724K | Sell |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $1.27M | Buy |
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|
2022
Q3 | $974K | Buy |
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|
2022
Q2 | $502K | Buy |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $67K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Sell |
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|
2016
Q3 | $20K | Buy |
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|
2016
Q2 | $13K | Sell |
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|
2016
Q1 | $78K | Hold |
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|
2015
Q4 | $285K | Sell |
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|
2015
Q3 | $311K | Sell |
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|
2015
Q2 | $456K | Buy |
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|
2015
Q1 | $399K | Buy |
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|
2014
Q4 | $414K | Sell |
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|
2014
Q3 | $492K | Buy |
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|
2014
Q2 | $515K | Buy |
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|
2014
Q1 | $419K | Buy |
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|
2013
Q4 | $392K | Buy |
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