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Secure Asset Management’s ConocoPhillips COP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.36M Sell
15,132
-7,071
-32% -$635K 0.25% 102
2025
Q1
$2.33M Buy
22,203
+3,507
+19% +$368K 0.47% 60
2024
Q4
$1.85M Buy
+18,696
New +$1.85M 0.28% 85