WIA
Wetzel Investment Advisors’s ConocoPhillips COP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
7,297
-712
| -9% | -$63.9K | 0.3% | 55 |
|
|
2025
Q1 | $841K | Sell |
8,009
-210
| -3% | -$22.1K | 0.42% | 40 |
|
|
2024
Q4 | $815K | Buy |
+8,219
| New | +$815K | 0.41% | 46 |
|
|
2024
Q3 | – | Sell |
-1,029
| Closed | -$131K | – | 261 |
|
|
2024
Q2 | $131K | Hold |
1,029
| – | – | 0.07% | 150 |
|
|
2024
Q1 | $132K | Buy |
1,029
+200
| +24% | +$25.6K | 0.08% | 154 |
|
|
2023
Q4 | $96K | Buy |
+829
| New | +$96K | 0.06% | 179 |
|