A detailed history of Summit Wealth Group, LLC transactions in Conocophillips stock. As of the latest transaction made, Summit Wealth Group, LLC holds 2,090 shares of COP stock, worth $202,500. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,090
Previous 2,090 -0.0%
Holding current value
$202,500
Previous $239,000 7.95%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$109.39 - $133.52 $5,578 - $6,809
51 Added 2.5%
2,090 $239,000
Q2 2023

Jul 26, 2023

SELL
$96.09 - $109.04 $19.2 Million - $21.8 Million
-200,250 Reduced 98.99%
2,039 $211,000
Q1 2023

May 10, 2023

BUY
$94.39 - $124.65 $18.9 Million - $25 Million
200,250 Added 9820.99%
202,289 $2,000
Q3 2022

Nov 09, 2022

BUY
$81.61 - $117.71 $166,402 - $240,010
2,039 New
2,039 $209,000
Q2 2022

Aug 10, 2022

SELL
$87.89 - $122.71 $179,207 - $250,205
-2,039 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$73.77 - $107.5 $150,417 - $219,192
2,039 New
2,039 $204,000
Q3 2021

Nov 12, 2021

SELL
$52.44 - $68.04 $105,142 - $136,420
-2,005 Closed
0 $0
Q1 2021

May 11, 2021

BUY
$39.57 - $59.83 $79,337 - $119,959
2,005 New
2,005 $106,000

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 $123B
  • 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 Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, 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 Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.