SWM
Scissortail Wealth Management’s ConocoPhillips COP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.22M | Sell |
69,308
-470
| -0.7% | -$42.2K | 1.49% | 21 |
|
2025
Q1 | $7.33M | Sell |
69,778
-2,052
| -3% | -$216K | 1.88% | 16 |
|
2024
Q4 | $7.12M | Buy |
71,830
+71,811
| +377,953% | +$7.12M | 1.82% | 17 |
|
2024
Q3 | $7.38M | Sell |
19
-69,992
| -100% | -$27.2B | 1.78% | 16 |
|
2024
Q2 | $8.01M | Hold |
70,011
| – | – | 2.04% | 12 |
|
2024
Q1 | $8.91M | Sell |
70,011
-11,433
| -14% | -$1.46M | 2.35% | 9 |
|
2023
Q4 | $9.09M | Buy |
81,444
+11,691
| +17% | +$1.3M | 2.88% | 6 |
|
2023
Q3 | $8.65M | Buy |
+69,753
| New | +$8.65M | 6.81% | 3 |
|
2023
Q2 | – | Sell |
-69,233
| Closed | -$6.87M | – | 44 |
|
2023
Q1 | $6.87M | Sell |
69,233
-11,959
| -15% | -$1.19M | 6.19% | 3 |
|
2022
Q4 | $9.34M | Buy |
81,192
+14,136
| +21% | +$1.63M | 5.41% | 2 |
|
2022
Q3 | $8.48M | Buy |
67,056
+30,369
| +83% | +$3.84M | 4.41% | 3 |
|
2022
Q2 | $2.65M | Sell |
36,687
-30,396
| -45% | -$2.19M | 1.02% | 35 |
|
2022
Q1 | $7.04M | Buy |
67,083
+30,396
| +83% | +$3.19M | 3.46% | 5 |
|
2021
Q4 | $2.65M | Buy |
+36,687
| New | +$2.65M | 1.02% | 35 |
|