A detailed history of Sax Wealth Advisors, LLC transactions in Conocophillips stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,449 shares of COP stock, worth $273,675. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,449
Previous 2,165 13.12%
Holding current value
$273,675
Previous $247,000 4.05%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$102.3 - $116.61 $29,053 - $33,117
284 Added 13.12%
2,449 $257,000
Q2 2024

Jul 12, 2024

BUY
$109.39 - $133.52 $36,973 - $45,129
338 Added 18.5%
2,165 $247,000
Q1 2024

May 13, 2024

SELL
$106.93 - $127.28 $18,285 - $21,764
-171 Reduced 8.56%
1,827 $232,000
Q4 2023

Feb 14, 2024

SELL
$110.52 - $126.59 $32,934 - $37,723
-298 Reduced 12.98%
1,998 $231,000
Q3 2023

Nov 07, 2023

BUY
$100.34 - $124.5 $230,380 - $285,852
2,296 New
2,296 $275,000

Others Institutions Holding COP

About CONOCOPHILLIPS


  • Ticker COP
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 1,273,030,016
  • Market Cap $142B
  • Description
  • ConocoPhillips explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas (LNG), and natural gas liquids worldwide. It primarily engages in the conventional and tight oil reservoirs, shale gas, heavy oil, LNG, oil sands, and other production operations. The company's portfolio includes unconventional p...
More about COP
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.