Summit Wealth & Retirement Planning’s ConocoPhillips COP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,382	Closed	-$448K	–	106
2022 Q3	$448K	Buy	4,382 +50	+1%	+$5.11K	0.18%	68
2022 Q2	$389K	Sell	4,332 -47	-1%	-$4.22K	0.15%	79
2022 Q1	$438K	Buy	+4,379	New	+$438K	0.15%	73