Premier Path Wealth Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Buy |
6,773
+2,001
| +42% | +$180K | 0.08% | 225 |
|
|
2025
Q1 | $501K | Sell |
4,772
-2
| -0% | -$210 | 0.08% | 227 |
|
|
2024
Q4 | $473K | Buy |
4,774
+1,200
| +34% | +$119K | 0.07% | 241 |
|
|
2024
Q3 | $376K | Sell |
3,574
-457
| -11% | -$48.1K | 0.06% | 269 |
|
|
2024
Q2 | $461K | Sell |
4,031
-650
| -14% | -$74.3K | 0.08% | 234 |
|
|
2024
Q1 | $599K | Sell |
4,681
-938
| -17% | -$120K | 0.11% | 178 |
|
|
2023
Q4 | $651K | Buy |
+5,619
| New | +$651K | 0.14% | 158 |
|