Valley Wealth Managers’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 | $37.8K | Hold |
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|
2025
Q2 | $35.9K | Hold |
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|
2025
Q1 | $42K | Hold |
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|
2024
Q4 | $39.7K | Sell |
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|
2024
Q3 | $42.2K | Buy |
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|
2024
Q2 | $28.7K | Buy |
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|
2024
Q1 | $31.8K | Hold |
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|
2023
Q4 | $29K | Hold |
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|
2023
Q3 | $29.9K | Sell |
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|
2023
Q2 | $33.4K | Sell |
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|
2023
Q1 | $55.6K | Sell |
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|
2022
Q4 | $76.7K | Sell |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $8.59M | Sell |
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|
2020
Q2 | $12.5M | Sell |
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|
2020
Q1 | $9.27M | Buy |
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|
2019
Q4 | $19.5M | Sell |
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|
2019
Q3 | $17.1M | Sell |
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|
2019
Q2 | $18.4M | Buy |
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|
2019
Q1 | $19.5M | Buy |
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|
2018
Q4 | $18.1M | Sell |
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|
2018
Q3 | $22.7M | Sell |
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|
2018
Q2 | $21.6M | Sell |
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|
2018
Q1 | $19M | Buy |
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|
2017
Q4 | $17.5M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $80K | Sell |
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|
2016
Q4 | $114K | Sell |
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|
2016
Q3 | $153K | Sell |
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|
2016
Q2 | $175K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $650K | Sell |
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|
2015
Q3 | $909K | Buy |
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|
2015
Q2 | $1.08M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $1.07M | Buy |
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|
2014
Q3 | $1.05M | Buy |
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|
2014
Q2 | $916K | Buy |
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|
2014
Q1 | $714K | Buy |
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|
2013
Q4 | $594K | Buy |
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|
2013
Q3 | $435K | Buy |
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|
2013
Q2 | $376K | Buy |
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