Venturi Wealth Management’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
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|
2025
Q1 | $16.9M | Buy |
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|
2024
Q4 | $12.3M | Sell |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $12.5M | Sell |
|
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|
2024
Q1 | $14.1M | Buy |
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|
2023
Q4 | $12.5M | Sell |
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|
2023
Q3 | $12.9M | Sell |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $10.7M | Buy |
|
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $12.6M | Buy |
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|
2022
Q2 | $9.84M | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.39M | Buy |
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|
2020
Q2 | $5.07M | Buy |
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