SIA
Schechter Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.23M | Sell |
11,684
-2,914
| -20% | -$306K | 0.1% | 198 |
|
|
2024
Q4 | $1.45M | Buy |
14,598
+60
| +0.4% | +$5.95K | 0.11% | 179 |
|
|
2024
Q3 | $1.53M | Sell |
14,538
-688
| -5% | -$72.4K | 0.11% | 173 |
|
|
2024
Q2 | $1.74M | Buy |
15,226
+186
| +1% | +$21.3K | 0.13% | 146 |
|
|
2024
Q1 | $1.91M | Sell |
15,040
-325
| -2% | -$41.4K | 0.14% | 130 |
|
|
2023
Q4 | $1.78M | Buy |
15,365
+681
| +5% | +$79K | 0.15% | 129 |
|
|
2023
Q3 | $1.76M | Sell |
14,684
-17
| -0.1% | -$2.04K | 0.17% | 122 |
|
|
2023
Q2 | $1.52M | Buy |
14,701
+970
| +7% | +$101K | 0.14% | 157 |
|
|
2023
Q1 | $1.36M | Sell |
13,731
-4,400
| -24% | -$437K | 0.13% | 191 |
|
|
2022
Q4 | $2.14M | Sell |
18,131
-5,231
| -22% | -$617K | 0.2% | 105 |
|
|
2022
Q3 | $2.39M | Buy |
23,362
+534
| +2% | +$54.7K | 0.24% | 71 |
|
|
2022
Q2 | $2.05M | Sell |
22,828
-1,505
| -6% | -$135K | 0.2% | 93 |
|
|
2022
Q1 | $2.43M | Buy |
24,333
+778
| +3% | +$77.8K | 0.23% | 82 |
|
|
2021
Q4 | $1.7M | Buy |
+23,555
| New | +$1.7M | 0.15% | 151 |
|