Worth Financial Advisory Group’s ConocoPhillips COP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,302
| Closed | -$242K | – | 152 |
|
|
2025
Q1 | $242K | Buy |
2,302
+229
| +11% | +$24.1K | 0.15% | 142 |
|
|
2024
Q4 | $206K | Sell |
2,073
-97
| -4% | -$9.62K | 0.13% | 152 |
|
|
2024
Q3 | $228K | Buy |
2,170
+47
| +2% | +$4.95K | 0.13% | 152 |
|
|
2024
Q2 | $243K | Sell |
2,123
-310
| -13% | -$35.5K | 0.16% | 127 |
|
|
2024
Q1 | $310K | Buy |
+2,433
| New | +$310K | 0.21% | 104 |
|