Tanager Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $754K | Buy |
8,400
+49
| +0.6% | +$4.4K | 0.09% | 59 |
|
2025
Q1 | $877K | Buy |
8,351
+42
| +0.5% | +$4.41K | 0.11% | 50 |
|
2024
Q4 | $824K | Buy |
8,309
+17
| +0.2% | +$1.69K | 0.11% | 48 |
|
2024
Q3 | $873K | Sell |
8,292
-48
| -0.6% | -$5.05K | 0.12% | 43 |
|
2024
Q2 | $954K | Hold |
8,340
| – | – | 0.14% | 40 |
|
2024
Q1 | $1.06M | Hold |
8,340
| – | – | 0.17% | 37 |
|
2023
Q4 | $968K | Hold |
8,340
| – | – | 0.18% | 38 |
|
2023
Q3 | $1M | Buy |
8,340
+29
| +0.3% | +$3.49K | 0.21% | 35 |
|
2023
Q2 | $866K | Sell |
8,311
-23
| -0.3% | -$2.4K | 0.19% | 41 |
|
2023
Q1 | $832K | Buy |
8,334
+40
| +0.5% | +$3.99K | 0.2% | 39 |
|
2022
Q4 | $985K | Buy |
8,294
+2
| +0% | +$237 | 0.27% | 39 |
|
2022
Q3 | $860K | Hold |
8,292
| – | – | 0.68% | 19 |
|
2022
Q2 | $751K | Buy |
+8,292
| New | +$751K | 0.62% | 21 |
|