United Capital Financial Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
60,597
+2,922
| +5% | +$262K | 0.04% | 268 |
|
|
2025
Q1 | $6.06M | Sell |
57,675
-3,114
| -5% | -$327K | 0.05% | 248 |
|
|
2024
Q4 | $6.03M | Buy |
60,789
+529
| +0.9% | +$52.5K | 0.05% | 234 |
|
|
2024
Q3 | $6.34M | Buy |
60,260
+8,374
| +16% | +$882K | 0.05% | 231 |
|
|
2024
Q2 | $5.93M | Sell |
51,886
-1,651
| -3% | -$189K | 0.05% | 237 |
|
|
2024
Q1 | $6.81M | Sell |
53,537
-6,958
| -12% | -$886K | 0.06% | 224 |
|
|
2023
Q4 | $7.02M | Buy |
60,495
+15,916
| +36% | +$1.85M | 0.06% | 238 |
|
|
2023
Q3 | $5.34M | Sell |
44,579
-15,795
| -26% | -$1.89M | 0.04% | 289 |
|
|
2023
Q2 | $6.26M | Sell |
60,374
-19,980
| -25% | -$2.07M | 0.03% | 286 |
|
|
2023
Q1 | $7.97M | Sell |
80,354
-41,026
| -34% | -$4.07M | 0.04% | 269 |
|
|
2022
Q4 | $14.3M | Sell |
121,380
-17,867
| -13% | -$2.11M | 0.08% | 204 |
|
|
2022
Q3 | $14.3M | Buy |
139,247
+5,603
| +4% | +$573K | 0.08% | 203 |
|
|
2022
Q2 | $12M | Buy |
133,644
+6,323
| +5% | +$568K | 0.07% | 235 |
|
|
2022
Q1 | $12.7M | Buy |
127,321
+17,817
| +16% | +$1.78M | 0.06% | 246 |
|
|
2021
Q4 | $7.9M | Sell |
109,504
-18,816
| -15% | -$1.36M | 0.04% | 311 |
|
|
2021
Q3 | $8.7M | Sell |
128,320
-25,176
| -16% | -$1.71M | 0.04% | 295 |
|
|
2021
Q2 | $9.35M | Buy |
153,496
+98
| +0.1% | +$5.97K | 0.05% | 281 |
|
|
2021
Q1 | $8.13M | Buy |
153,398
+35,003
| +30% | +$1.85M | 0.05% | 285 |
|
|
2020
Q4 | $4.74M | Sell |
118,395
-12,291
| -9% | -$492K | 0.03% | 362 |
|
|
2020
Q3 | $4.29M | Sell |
130,686
-2,042
| -2% | -$67.1K | 0.03% | 367 |
|
|
2020
Q2 | $5.58M | Buy |
132,728
+4,730
| +4% | +$199K | 0.04% | 330 |
|
|
2020
Q1 | $3.94M | Sell |
127,998
-202,503
| -61% | -$6.24M | 0.03% | 374 |
|
|
2019
Q4 | $21.5M | Sell |
330,501
-11
| -0% | -$715 | 0.14% | 176 |
|
|
2019
Q3 | $18.8M | Sell |
330,512
-38,719
| -10% | -$2.21M | 0.13% | 186 |
|
|
2019
Q2 | $22.5M | Buy |
369,231
+39,622
| +12% | +$2.42M | 0.15% | 144 |
|
|
2019
Q1 | $22M | Sell |
329,609
-10,031
| -3% | -$669K | 0.15% | 144 |
|
|
2018
Q4 | $21.2M | Buy |
339,640
+8,710
| +3% | +$543K | 0.17% | 129 |
|
|
2018
Q3 | $25.6M | Buy |
330,930
+21,043
| +7% | +$1.63M | 0.18% | 124 |
|
|
2018
Q2 | $21.6M | Sell |
309,887
-17,560
| -5% | -$1.22M | 0.16% | 140 |
|
|
2018
Q1 | $19.4M | Buy |
327,447
+13,931
| +4% | +$826K | 0.15% | 159 |
|
|
2017
Q4 | $17.2M | Sell |
313,516
-7,972
| -2% | -$438K | 0.14% | 175 |
|
|
2017
Q3 | $16.1M | Sell |
321,488
-1,376
| -0.4% | -$68.9K | 0.14% | 177 |
|
|
2017
Q2 | $14.2M | Sell |
322,864
-88
| -0% | -$3.87K | 0.13% | 185 |
|
|
2017
Q1 | $16.1M | Buy |
322,952
+3,200
| +1% | +$160K | 0.15% | 161 |
|
|
2016
Q4 | $16M | Buy |
319,752
+28,222
| +10% | +$1.42M | 0.16% | 146 |
|
|
2016
Q3 | $12.7M | Sell |
291,530
-9,200
| -3% | -$400K | 0.12% | 194 |
|
|
2016
Q2 | $13.2M | Sell |
300,730
-153,191
| -34% | -$6.74M | 0.13% | 167 |
|
|
2016
Q1 | $18.3M | Buy |
453,921
+6,217
| +1% | +$250K | 0.2% | 100 |
|
|
2015
Q4 | $20.9M | Buy |
447,704
+56,239
| +14% | +$2.63M | 0.24% | 86 |
|
|
2015
Q3 | $18.8M | Sell |
391,465
-89,258
| -19% | -$4.28M | 0.23% | 85 |
|
|
2015
Q2 | $29.5M | Buy |
480,723
+20,253
| +4% | +$1.24M | 0.34% | 63 |
|
|
2015
Q1 | $31.3M | Buy |
460,470
+175,366
| +62% | +$11.9M | 0.38% | 59 |
|
|
2014
Q4 | $19.7M | Buy |
285,104
+23,479
| +9% | +$1.62M | 0.29% | 87 |
|
|
2014
Q3 | $20M | Buy |
261,625
+3,991
| +2% | +$305K | 0.35% | 74 |
|
|
2014
Q2 | $22.1M | Sell |
257,634
-12,211
| -5% | -$1.05M | 0.41% | 60 |
|
|
2014
Q1 | $19M | Buy |
269,845
+43,340
| +19% | +$3.05M | 0.4% | 53 |
|
|
2013
Q4 | $16M | Sell |
226,505
-18,303
| -7% | -$1.29M | 0.54% | 44 |
|
|
2013
Q3 | $17M | Sell |
244,808
-20,483
| -8% | -$1.42M | 0.54% | 42 |
|
|
2013
Q2 | $16.1M | Buy |
+265,291
| New | +$16.1M | 0.43% | 62 |
|