Valmark Advisers’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 | $356K | Sell |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $512K | Hold |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $509K | Sell |
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|
2022
Q3 | $446K | Hold |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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