SWM
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SpringVest Wealth Management’s ConocoPhillips COP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
2,336
+2
+0.1% +$179 0.17% 61
2025
Q1
$245K Buy
2,334
+5
+0.2% +$525 0.2% 53
2024
Q4
$231K Buy
+2,329
New +$231K 0.2% 50