Summit Financial Wealth Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $465K | Buy |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $384K | Sell |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $464K | Hold |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $201K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $221K | Sell |
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|
2018
Q3 | $261K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $308K | Sell |
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|
2016
Q1 | $328K | Sell |
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|
2015
Q4 | $466K | Sell |
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|
2015
Q3 | $707K | Sell |
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|
2015
Q2 | $3.03M | Buy |
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|
2015
Q1 | $3.15M | Buy |
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|
2014
Q4 | $3.17M | Buy |
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