Vertex Planning Partners’s ConocoPhillips COP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,203	Closed	-$260K	–	128
2022 Q4	$260K	Buy	+2,203	New	+$260K	0.1%	122