Private Wealth Partners’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 | $889K | Hold |
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|
2025
Q2 | $844K | Hold |
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|
2025
Q1 | $987K | Buy |
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|
2024
Q4 | $907K | Sell |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.27M | Hold |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $1.2M | Hold |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1M | Hold |
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|
2022
Q4 | $1.19M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $453K | Hold |
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|
2018
Q2 | $407K | Hold |
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|
2018
Q1 | $347K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.26M | Sell |
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|
2015
Q3 | $4.01M | Buy |
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|
2015
Q2 | $3.98M | Sell |
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|
2015
Q1 | $4.13M | Buy |
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|
2014
Q4 | $3.9M | Buy |
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|
2014
Q3 | $4.25M | Buy |
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|
2014
Q2 | $4.76M | Buy |
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|
2014
Q1 | $3.83M | Sell |
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|
2013
Q4 | $3.88M | Sell |
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|
2013
Q3 | $3.96M | Sell |
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|
2013
Q2 | $3.52M | Buy |
|