SageView Advisory 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
Q2
$463K Sell
2025
Q1
$593K Sell
2024
Q4
$626K Buy
2024
Q3
$592K Sell
2024
Q2
$1.22M Buy
2024
Q1
$699K Sell
2023
Q4
$1.12M Buy
2023
Q3
$398K Sell
2023
Q2
$344K Buy
2023
Q1
$266K Buy
2022
Q4
$286K Buy