TCWA
Turtle Creek Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
14,502
+764
| +6% | +$68.6K | 0.15% | 103 |
|
|
2025
Q1 | $1.44M | Buy |
+13,738
| New | +$1.44M | 0.22% | 84 |
|
|
2024
Q4 | – | Sell |
-6,873
| Closed | -$724K | – | 93 |
|
|
2024
Q3 | $724K | Buy |
6,873
+158
| +2% | +$16.6K | 0.15% | 83 |
|
|
2024
Q2 | $768K | Buy |
6,715
+224
| +3% | +$25.6K | 0.18% | 73 |
|
|
2024
Q1 | $826K | Buy |
6,491
+186
| +3% | +$23.7K | 0.2% | 76 |
|
|
2023
Q4 | $732K | Buy |
+6,305
| New | +$732K | 0.22% | 78 |
|