Peterson Wealth 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 | $5.52M | Buy |
61,457
+1,268
| +2% | +$114K | 1.51% | 20 |
|
|
2025
Q1 | $6.32M | Buy |
60,189
+24,381
| +68% | +$2.56M | 1.96% | 13 |
|
|
2024
Q4 | $3.55M | Sell |
35,808
-4,258
| -11% | -$422K | 1.07% | 23 |
|
|
2024
Q3 | $4.22M | Buy |
40,066
+2,150
| +6% | +$226K | 1.35% | 20 |
|
|
2024
Q2 | $4.34M | Buy |
37,916
+887
| +2% | +$101K | 1.52% | 17 |
|
|
2024
Q1 | $4.71M | Buy |
37,029
+1,533
| +4% | +$195K | 1.72% | 16 |
|
|
2023
Q4 | $4.12M | Buy |
35,496
+5,983
| +20% | +$695K | 1.77% | 17 |
|
|
2023
Q3 | $3.54M | Buy |
29,513
+5,036
| +21% | +$604K | 2.65% | 13 |
|
|
2023
Q2 | $2.54M | Buy |
24,477
+1,474
| +6% | +$153K | 1.22% | 28 |
|
|
2023
Q1 | $2.28M | Buy |
23,003
+1,328
| +6% | +$132K | 1.17% | 30 |
|
|
2022
Q4 | $2.56M | Buy |
21,675
+363
| +2% | +$42.8K | 1.46% | 20 |
|
|
2022
Q3 | $2.18M | Buy |
21,312
+1,036
| +5% | +$106K | 1.55% | 22 |
|
|
2022
Q2 | $1.82M | Buy |
20,276
+14,761
| +268% | +$1.33M | 1.31% | 30 |
|
|
2022
Q1 | $551K | Buy |
5,515
+319
| +6% | +$31.9K | 0.34% | 48 |
|
|
2021
Q4 | $375K | Buy |
+5,196
| New | +$375K | 0.25% | 58 |
|