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