Souders Financial Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
3,667
+724
+25% +$65K 0.04% 160
2025
Q1
$309K Buy
2,943
+765
+35% +$80.3K 0.04% 154
2024
Q4
$216K Buy
2,178
+25
+1% +$2.48K 0.03% 172
2024
Q3
$227K Sell
2,153
-30,396
-93% -$3.2M 0.03% 164
2024
Q2
$3.72M Sell
32,549
-854
-3% -$97.7K 0.56% 48
2024
Q1
$4.25M Buy
33,403
+880
+3% +$112K 0.67% 40
2023
Q4
$3.78M Buy
32,523
+44
+0.1% +$5.11K 0.65% 43
2023
Q3
$3.89M Buy
32,479
+4,647
+17% +$557K 0.75% 40
2023
Q2
$2.88M Sell
27,832
-1,501
-5% -$156K 0.55% 56
2023
Q1
$2.91M Buy
29,333
+187
+0.6% +$18.6K 0.62% 56
2022
Q4
$3.44M Sell
29,146
-467
-2% -$55.1K 0.79% 37
2022
Q3
$3.03M Buy
29,613
+626
+2% +$64.1K 0.82% 36
2022
Q2
$2.6M Sell
28,987
-15,750
-35% -$1.41M 0.75% 41
2022
Q1
$4.47M Sell
44,737
-799
-2% -$79.9K 1.29% 18
2021
Q4
$3.29M Sell
45,536
-655
-1% -$47.3K 0.94% 33
2021
Q3
$3.13M Sell
46,191
-6,486
-12% -$440K 1.01% 31
2021
Q2
$3.21M Buy
52,677
+45,888
+676% +$2.79M 1.08% 28
2021
Q1
$360K Sell
6,789
-2,711
-29% -$144K 0.14% 98
2020
Q4
$380K Buy
+9,500
New +$380K 0.17% 87