Sheets Smith Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $420K | Hold |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $389K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $263K | Hold |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $460K | Hold |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $639K | Sell |
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|
2019
Q1 | $706K | Sell |
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|
2018
Q4 | $668K | Hold |
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|
2018
Q3 | $830K | Hold |
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|
2018
Q2 | $746K | Buy |
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|
2018
Q1 | $630K | Sell |
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|
2017
Q4 | $1.21M | Buy |
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|
2017
Q3 | $689K | Buy |
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|
2017
Q2 | $602K | Buy |
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|
2017
Q1 | $681K | Buy |
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|
2016
Q4 | $679K | Sell |
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|
2016
Q3 | $633K | Buy |
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|
2016
Q2 | $634K | Sell |
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|
2016
Q1 | $947K | Sell |
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|
2015
Q4 | $1.13M | Buy |
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|
2015
Q3 | $1.15M | Sell |
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|
2015
Q2 | $1.75M | Buy |
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|
2015
Q1 | $1.76M | Sell |
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|
2014
Q4 | $2.01M | Buy |
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|
2014
Q3 | $1.87M | Sell |
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|
2014
Q2 | $2.12M | Sell |
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|
2014
Q1 | $1.74M | Buy |
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|
2013
Q4 | $1.7M | Sell |
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|
2013
Q3 | $1.68M | Buy |
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|
2013
Q2 | $918K | Buy |
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