WWA
WCG Wealth Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
26,389
+981
| +4% | +$88K | 0.15% | 141 |
|
|
2025
Q1 | $2.67M | Buy |
25,408
+4,766
| +23% | +$501K | 0.2% | 119 |
|
|
2024
Q4 | $2.05M | Buy |
20,642
+1,088
| +6% | +$108K | 0.14% | 147 |
|
|
2024
Q3 | $2.06M | Buy |
19,554
+1,662
| +9% | +$175K | 0.14% | 153 |
|
|
2024
Q2 | $2.05M | Sell |
17,892
-409
| -2% | -$46.8K | 0.15% | 136 |
|
|
2024
Q1 | $2.33M | Sell |
18,301
-3,533
| -16% | -$450K | 0.19% | 111 |
|
|
2023
Q4 | $2.53M | Sell |
21,834
-1,573
| -7% | -$183K | 0.19% | 110 |
|
|
2023
Q3 | $2.84M | Buy |
23,407
+4,605
| +24% | +$560K | 0.21% | 107 |
|
|
2023
Q2 | $1.95M | Buy |
+18,802
| New | +$1.95M | 0.23% | 84 |
|
|
2022
Q4 | – | Sell |
-5,520
| Closed | -$565K | – | 176 |
|
|
2022
Q3 | $565K | Buy |
5,520
+134
| +2% | +$13.7K | 0.07% | 172 |
|
|
2022
Q2 | $484K | Buy |
+5,386
| New | +$484K | 0.07% | 174 |
|