Trek Financial’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.6M Buy
2025
Q2
$1.04M Sell
2025
Q1
$1.32M Sell
2024
Q4
$1.25M Buy
2024
Q3
$884K Buy
2024
Q2
$833K Buy
2024
Q1
$691K Buy
2023
Q4
$306K Sell
2023
Q3
$348K Sell
2023
Q2
$426K Sell
2023
Q1
$8.93M Buy
2022
Q4
$8.97M Buy
2022
Q3
$5.92M Buy
2022
Q2
$4.8M Buy
2022
Q1
$3.83M Buy