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Regent Peak Wealth Advisors’s ConocoPhillips COP Stock Holding History

Regent Peak Wealth Advisors’s Portfolio COP Stock Details COP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$200K Sell
1,908
-116
-6% -$12.2K 0.05% 171
2024
Q4 		$201K Buy
+2,024
New +$201K 0.05% 172
2021
Q1 		– Sell
-734
Closed -$29K – 319
2020
Q4 		$29K Buy
+734
New +$29K 0.01% 394