Ownership history in Cherry Tree Wealth Management, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in CONOCOPHILLIPS (COP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 108 | — | 0% | 0.00% | $10K | $93.00 |
| 2025 Q2 | REDUCED | 108 | -114 | -51.4% | 0.00% | $10K | $87.51 |
| 2025 Q1 | ADDED | 222 | +34 | +18.1% | 0.01% | $23K | $101.54 |
| 2024 Q4 | UNCHANGED | 188 | — | 0% | 0.00% | $19K | $95.11 |
| 2024 Q3 | UNCHANGED | 188 | — | 0% | 0.00% | $20K | $100.27 |
| 2024 Q2 | ADDED | 188 | +45 | +31.5% | 0.01% | $22K | $108.16 |
| 2024 Q1 | ADDED | 143 | +12 | +9.2% | 0.00% | $18K | $119.60 |
| 2023 Q4 | UNCHANGED | 131 | — | 0% | 0.00% | $15K | $108.29 |
| 2023 Q3 | ADDED | 131 | +108 | +469.6% | 0.00% | $16K | $111.21 |
| 2023 Q2 | INITIATED | 23 | — | — | 0.00% | $2K | $95.29 |
As of 2025 Q4 — sorted by position size