TruWealth Advisors’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
$206K Sell
2025
Q2
$218K Buy
2025
Q1
$234K Sell
2024
Q4
$232K Sell
2024
Q3
$314K Hold
2024
Q2
$341K Hold
2024
Q1
$379K Sell
2023
Q4
$349K Buy
2023
Q3
$360K Buy
2023
Q2
$307K Buy
2023
Q1
$294K Buy
2022
Q4
$341K Sell
2022
Q3
$298K Sell
2022
Q2
$262K Hold
2022
Q1
$292K Buy
2021
Q4
$208K Buy