Williams Jones 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
Q3 | $1.74M | Sell |
|
|||||
|
2025
Q2 | $1.71M | Sell |
|
|||||
|
2025
Q1 | $2.07M | Hold |
|
|||||
|
2024
Q4 | $1.95M | Sell |
|
|||||
|
2024
Q3 | $2.15M | Sell |
|
|||||
|
2024
Q2 | $2.34M | Sell |
|
|||||
|
2024
Q1 | $2.73M | Sell |
|
|||||
|
2023
Q4 | $2.52M | Sell |
|
|||||
|
2023
Q3 | $2.66M | Sell |
|
|||||
|
2023
Q2 | $2.34M | Sell |
|
|||||
|
2023
Q1 | $2.25M | Sell |
|
|||||
|
2022
Q4 | $2.7M | Sell |
|
|||||
|
2022
Q3 | $2.34M | Sell |
|
|||||
|
2022
Q2 | $2.11M | Buy |
|
|||||
|
2022
Q1 | $953K | Buy |
|
|||||
|
2021
Q4 | $650K | Buy |
|
|||||
|
2021
Q3 | $594K | Sell |
|
|||||
|
2021
Q2 | $574K | Buy |
|
|||||
|
2021
Q1 | $427K | Hold |
|
|||||
|
2020
Q4 | $322K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.5M | Sell |
|
|||||
|
2019
Q3 | $1.57M | Buy |
|