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