RIA
Regal Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
6,917
+69
| +1% | +$6.19K | 0.05% | 310 |
|
|
2025
Q1 | $719K | Sell |
6,848
-8,070
| -54% | -$847K | 0.06% | 261 |
|
|
2024
Q4 | $1.48M | Sell |
14,918
-156
| -1% | -$15.5K | 0.11% | 194 |
|
|
2024
Q3 | $1.59M | Sell |
15,074
-996
| -6% | -$105K | 0.11% | 197 |
|
|
2024
Q2 | $1.84M | Sell |
16,070
-513
| -3% | -$58.7K | 0.12% | 185 |
|
|
2024
Q1 | $2.11M | Sell |
16,583
-25
| -0.2% | -$3.18K | 0.14% | 165 |
|
|
2023
Q4 | $1.93M | Buy |
16,608
+141
| +0.9% | +$16.4K | 0.15% | 159 |
|
|
2023
Q3 | $1.97M | Sell |
16,467
-542
| -3% | -$64.9K | 0.17% | 150 |
|
|
2023
Q2 | $1.76M | Sell |
17,009
-2,332
| -12% | -$242K | 0.15% | 154 |
|
|
2023
Q1 | $1.92M | Buy |
19,341
+740
| +4% | +$73.4K | 0.17% | 143 |
|
|
2022
Q4 | $2.19M | Sell |
18,601
-508
| -3% | -$59.9K | 0.21% | 119 |
|
|
2022
Q3 | $1.96M | Buy |
19,109
+668
| +4% | +$68.4K | 0.21% | 120 |
|
|
2022
Q2 | $1.66M | Sell |
18,441
-16
| -0.1% | -$1.44K | 0.17% | 129 |
|
|
2022
Q1 | $1.85M | Sell |
18,457
-931
| -5% | -$93.1K | 0.17% | 129 |
|
|
2021
Q4 | $1.4M | Sell |
19,388
-369
| -2% | -$26.6K | 0.12% | 170 |
|
|
2021
Q3 | $1.34M | Buy |
19,757
+420
| +2% | +$28.5K | 0.13% | 166 |
|
|
2021
Q2 | $1.18M | Buy |
+19,337
| New | +$1.18M | 0.12% | 186 |
|
|
2021
Q1 | – | Sell |
-21,084
| Closed | -$843K | – | 87 |
|
|
2020
Q4 | $843K | Buy |
+21,084
| New | +$843K | 0.1% | 202 |
|
|
2020
Q1 | – | Sell |
-24,075
| Closed | -$1.57M | – | 68 |
|
|
2019
Q4 | $1.57M | Sell |
24,075
-939
| -4% | -$61.1K | 0.28% | 111 |
|
|
2019
Q3 | $1.43M | Sell |
25,014
-187
| -0.7% | -$10.7K | 0.28% | 110 |
|
|
2019
Q2 | $1.54M | Sell |
25,201
-693
| -3% | -$42.3K | 0.3% | 105 |
|
|
2019
Q1 | $1.73M | Sell |
25,894
-501
| -2% | -$33.4K | 0.35% | 93 |
|
|
2018
Q4 | $1.65M | Sell |
26,395
-1,614
| -6% | -$101K | 0.36% | 90 |
|
|
2018
Q3 | $2.17M | Buy |
28,009
+3,347
| +14% | +$259K | 0.46% | 66 |
|
|
2018
Q2 | $1.72M | Sell |
24,662
-16,030
| -39% | -$1.12M | 0.52% | 59 |
|
|
2018
Q1 | $2.41M | Sell |
40,692
-5,553
| -12% | -$329K | 0.53% | 50 |
|
|
2017
Q4 | $2.54M | Sell |
46,245
-964
| -2% | -$52.9K | 0.57% | 50 |
|
|
2017
Q3 | $2.36M | Buy |
47,209
+443
| +0.9% | +$22.2K | 0.55% | 54 |
|
|
2017
Q2 | $2.06M | Sell |
46,766
-3,284
| -7% | -$144K | 0.51% | 73 |
|
|
2017
Q1 | $2.5M | Sell |
50,050
-8,533
| -15% | -$426K | 0.65% | 53 |
|
|
2016
Q4 | $2.94M | Sell |
58,583
-2,261
| -4% | -$113K | 0.81% | 42 |
|
|
2016
Q3 | $2.65M | Buy |
60,844
+248
| +0.4% | +$10.8K | 0.75% | 51 |
|
|
2016
Q2 | $2.64M | Sell |
60,596
-3,539
| -6% | -$154K | 0.73% | 56 |
|
|
2016
Q1 | $2.58M | Buy |
64,135
+24
| +0% | +$967 | 0.7% | 61 |
|
|
2015
Q4 | $2.99M | Buy |
64,111
+13,664
| +27% | +$638K | 0.78% | 49 |
|
|
2015
Q3 | $2.42M | Buy |
50,447
+6,980
| +16% | +$335K | 0.63% | 61 |
|
|
2015
Q2 | $2.67M | Sell |
43,467
-2,522
| -5% | -$155K | 0.72% | 50 |
|
|
2015
Q1 | $2.86M | Buy |
45,989
+7,027
| +18% | +$437K | 0.71% | 45 |
|
|
2014
Q4 | $2.69M | Buy |
38,962
+2,775
| +8% | +$192K | 0.72% | 39 |
|
|
2014
Q3 | $2.77M | Buy |
36,187
+625
| +2% | +$47.8K | 0.84% | 30 |
|
|
2014
Q2 | $3.05M | Buy |
35,562
+3,872
| +12% | +$332K | 1.09% | 12 |
|
|
2014
Q1 | $2.23M | Buy |
31,690
+6,420
| +25% | +$452K | 0.94% | 25 |
|
|
2013
Q4 | $1.79M | Buy |
25,270
+6,047
| +31% | +$427K | 1.02% | 18 |
|
|
2013
Q3 | $1.34M | Buy |
19,223
+2,756
| +17% | +$192K | 0.78% | 31 |
|
|
2013
Q2 | $996K | Buy |
+16,467
| New | +$996K | 0.55% | 61 |
|