Philip James Wealth Mangement’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.71M Sell
74,720
-821
-1% -$73.7K 0.86% 28
2025
Q1
$7.93M Sell
75,541
-300
-0.4% -$31.5K 0.97% 22
2024
Q4
$7.52M Sell
75,841
-1,440
-2% -$143K 0.97% 24
2024
Q3
$8.14M Buy
+77,281
New +$8.14M 1% 22