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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$274K Buy
2022
Q4
Sell
2022
Q3
$448K Buy
2022
Q2
$389K Sell
2022
Q1
$438K Buy