PIWA
Prevail Innovative Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
2,353
-54,928
| -96% | -$4.93M | 0.05% | 188 |
|
|
2025
Q1 | $6.02M | Buy |
57,281
+1,576
| +3% | +$166K | 1.6% | 11 |
|
|
2024
Q4 | $5.52M | Buy |
+55,705
| New | +$5.52M | 1.6% | 14 |
|
|
2024
Q2 | – | Sell |
-18,820
| Closed | -$2.4M | – | 153 |
|
|
2024
Q1 | $2.4M | Buy |
+18,820
| New | +$2.4M | 0.89% | 37 |
|