Wellspring Financial Advisors’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
2,740
+42
| +2% | +$3.77K | 0.02% | 132 |
|
|
2025
Q1 | $283K | Buy |
2,698
+120
| +5% | +$12.6K | 0.03% | 99 |
|
|
2024
Q4 | $256K | Buy |
+2,578
| New | +$256K | 0.03% | 112 |
|
|
2024
Q3 | – | Sell |
-2,224
| Closed | -$254K | – | 168 |
|
|
2024
Q2 | $254K | Buy |
2,224
+27
| +1% | +$3.09K | 0.03% | 116 |
|
|
2024
Q1 | $280K | Buy |
+2,197
| New | +$280K | 0.04% | 103 |
|