Shepherd Financial Partners’s ConocoPhillips COP Stock Holding History

Shepherd Financial Partners’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$558K	Sell
2025 Q1	$668K	Buy
2024 Q4	$623K	Sell
2024 Q3	$777K	Sell
2024 Q2	$851K	Buy
2024 Q1	$947K	Sell
2023 Q4	$975K	Sell
2023 Q3	$1.73M	Buy
2023 Q2	$378K	Sell
2023 Q1	$362K	Buy