Strategic Wealth Partners’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
+2,099
| New | +$188K | 0.01% | 318 |
|
|
2024
Q4 | $236K | Sell |
2,433
-2,514
| -51% | -$244K | 0.02% | 288 |
|
|
2024
Q3 | $521K | Buy |
4,947
+34
| +0.7% | +$3.58K | 0.05% | 201 |
|
|
2024
Q2 | $562K | Buy |
4,913
+3,169
| +182% | +$362K | 0.06% | 184 |
|
|
2024
Q1 | $222K | Buy |
+1,744
| New | +$222K | 0.02% | 260 |
|
|
2019
Q4 | – | Sell |
-541
| Closed | -$19K | – | 199 |
|
|
2019
Q3 | $19K | Hold |
541
| – | – | 0.1% | 118 |
|
|
2019
Q2 | $33K | Sell |
541
-28
| -5% | -$1.71K | 0.02% | 268 |
|
|
2019
Q1 | $38K | Buy |
569
+286
| +101% | +$19.1K | 0.02% | 264 |
|
|
2018
Q4 | $19K | Buy |
+283
| New | +$19K | 0.01% | 357 |
|