Stiles Financial Services’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $470K | Buy |
5,241
+186
| +4% | +$16.7K | 0.16% | 119 |
|
2025
Q1 | $531K | Sell |
5,055
-321
| -6% | -$33.7K | 0.2% | 108 |
|
2024
Q4 | $533K | Buy |
5,376
+15
| +0.3% | +$1.49K | 0.19% | 113 |
|
2024
Q3 | $564K | Sell |
5,361
-5
| -0.1% | -$526 | 0.2% | 102 |
|
2024
Q2 | $614K | Buy |
5,366
+26
| +0.5% | +$2.97K | 0.24% | 93 |
|
2024
Q1 | $680K | Buy |
5,340
+540
| +11% | +$68.7K | 0.27% | 89 |
|
2023
Q4 | $557K | Buy |
4,800
+25
| +0.5% | +$2.9K | 0.25% | 98 |
|
2023
Q3 | $572K | Buy |
4,775
+770
| +19% | +$92.2K | 0.3% | 95 |
|
2023
Q2 | $415K | Sell |
4,005
-258
| -6% | -$26.7K | 0.21% | 116 |
|
2023
Q1 | $423K | Sell |
4,263
-191
| -4% | -$18.9K | 0.23% | 112 |
|
2022
Q4 | $526K | Sell |
4,454
-344
| -7% | -$40.6K | 0.3% | 92 |
|
2022
Q3 | $491K | Sell |
4,798
-435
| -8% | -$44.5K | 0.3% | 93 |
|
2022
Q2 | $470K | Buy |
5,233
+19
| +0.4% | +$1.71K | 0.28% | 95 |
|
2022
Q1 | $521K | Buy |
5,214
+1,899
| +57% | +$190K | 0.26% | 101 |
|
2021
Q4 | $239K | Buy |
+3,315
| New | +$239K | 0.12% | 158 |
|