Spire Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$953K Sell
10,623
-8,023
-43% -$720K 0.03% 371
2025
Q1
$1.96M Buy
18,646
+1,776
+11% +$187K 0.06% 269
2024
Q4
$1.67M Buy
16,870
+323
+2% +$32K 0.05% 267
2024
Q3
$1.74M Sell
16,547
-767
-4% -$80.7K 0.06% 264
2024
Q2
$1.98M Buy
17,314
+229
+1% +$26.2K 0.07% 232
2024
Q1
$2.17M Sell
17,085
-908
-5% -$116K 0.04% 235
2023
Q4
$1.94M Buy
17,993
+103
+0.6% +$11.1K 0.06% 247
2023
Q3
$2.14M Buy
17,890
+12
+0.1% +$1.44K 0.08% 212
2023
Q2
$1.85M Sell
17,878
-615
-3% -$63.7K 0.07% 249
2023
Q1
$1.83M Buy
18,493
+4,192
+29% +$416K 0.07% 237
2022
Q4
$1.69M Buy
14,301
+1,725
+14% +$204K 0.1% 169
2022
Q3
$1.29M Sell
12,576
-12,416
-50% -$1.27M 0.08% 176
2022
Q2
$2.25M Sell
24,992
-6,295
-20% -$565K 0.09% 190
2022
Q1
$3.13M Sell
31,287
-9,288
-23% -$929K 0.08% 205
2021
Q4
$2.93M Buy
40,575
+6,973
+21% +$503K 0.07% 252
2021
Q3
$2.29M Buy
33,602
+209
+0.6% +$14.3K 0.06% 260
2021
Q2
$2.03M Sell
33,393
-8,190
-20% -$499K 0.06% 285
2021
Q1
$2.2M Buy
+41,583
New +$2.2M 0.06% 261