TCBWMS
Texas Capital Bank Wealth Management Services’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
65,864
-4,211
| -6% | -$378K | 0.55% | 41 |
|
|
2025
Q1 | $7.36M | Buy |
70,075
+3,543
| +5% | +$372K | 0.74% | 36 |
|
|
2024
Q4 | $6.6M | Sell |
66,532
-218
| -0.3% | -$21.6K | 0.67% | 39 |
|
|
2024
Q3 | $7.03M | Buy |
66,750
+2,042
| +3% | +$215K | 0.69% | 38 |
|
|
2024
Q2 | $7.4M | Buy |
64,708
+3,286
| +5% | +$376K | 0.77% | 34 |
|
|
2024
Q1 | $7.82M | Buy |
+61,422
| New | +$7.82M | 0.86% | 32 |
|