ProVise Management Group’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 | $11.8M | Buy |
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|
2025
Q2 | $9.77M | Buy |
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|
2025
Q1 | $9.68M | Buy |
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|
2024
Q4 | $7.87M | Buy |
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|
2024
Q3 | $8.14M | Buy |
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|
2024
Q2 | $5.75M | Buy |
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|
2024
Q1 | $5.81M | Buy |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $3.83M | Buy |
|
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $291K | Buy |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $273K | Buy |
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|
2019
Q1 | $298K | Sell |
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|
2018
Q4 | $379K | Buy |
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|
2018
Q3 | $470K | Buy |
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|
2018
Q2 | $423 | Buy |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $333K | Buy |
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|
2017
Q3 | $304K | Sell |
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|
2017
Q2 | $328K | Buy |
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|
2017
Q1 | $326K | Buy |
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|
2016
Q4 | $327K | Buy |
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