Tempus Wealth Planning’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
3,050
+14
| +0.5% | +$1.26K | 0.07% | 222 |
|
|
2025
Q1 | $319K | Hold |
3,036
| – | – | 0.1% | 195 |
|
|
2024
Q4 | $301K | Hold |
3,036
| – | – | 0.09% | 191 |
|
|
2024
Q3 | $320K | Hold |
3,036
| – | – | 0.12% | 160 |
|
|
2024
Q2 | $347K | Hold |
3,036
| – | – | 0.15% | 141 |
|
|
2024
Q1 | $386K | Hold |
3,036
| – | – | 0.17% | 132 |
|
|
2023
Q4 | $352K | Hold |
3,036
| – | – | 0.15% | 138 |
|
|
2023
Q3 | $364K | Sell |
3,036
-1,200
| -28% | -$144K | 0.18% | 108 |
|
|
2023
Q2 | $439K | Hold |
4,236
| – | – | 0.2% | 113 |
|
|
2023
Q1 | $420K | Hold |
4,236
| – | – | 0.21% | 105 |
|
|
2022
Q4 | $500K | Hold |
4,236
| – | – | 0.3% | 94 |
|
|
2022
Q3 | $434K | Hold |
4,236
| – | – | 0.29% | 98 |
|
|
2022
Q2 | $380K | Hold |
4,236
| – | – | 0.31% | 85 |
|
|
2022
Q1 | $424K | Sell |
4,236
-300
| -7% | -$30K | 0.3% | 85 |
|
|
2021
Q4 | $327K | Sell |
4,536
-150
| -3% | -$10.8K | 0.18% | 117 |
|
|
2021
Q3 | $318K | Buy |
4,686
+436
| +10% | +$29.6K | 0.18% | 121 |
|
|
2021
Q2 | $259K | Hold |
4,250
| – | – | 0.17% | 128 |
|
|
2021
Q1 | $225K | Buy |
+4,250
| New | +$225K | 0.24% | 88 |
|
|
2020
Q3 | – | Sell |
-5,250
| Closed | -$221K | – | 72 |
|
|
2020
Q2 | $221K | Buy |
+5,250
| New | +$221K | 0.33% | 59 |
|
|
2020
Q1 | – | Sell |
-5,450
| Closed | -$354K | – | 63 |
|
|
2019
Q4 | $354K | Buy |
+5,450
| New | +$354K | 0.31% | 49 |
|