Ownership history in GDS Wealth Management · 10 quarters on record
This page tracks every 13F SEC filing in which GDS Wealth Management 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 | 2,324 | — | 0% | 0.01% | $220K | $93.00 |
| 2025 Q2 | UNCHANGED | 2,324 | — | 0% | 0.02% | $209K | $87.51 |
| 2025 Q1 | UNCHANGED | 2,324 | — | 0% | 0.02% | $244K | $101.54 |
| 2024 Q4 | ADDED | 2,324 | +267 | +13.0% | 0.02% | $230K | $95.11 |
| 2024 Q3 | REDUCED | 2,057 | -69 | -3.2% | 0.02% | $217K | $100.27 |
| 2024 Q2 | ADDED | 2,126 | +58 | +2.8% | 0.03% | $243K | $108.16 |
| 2024 Q1 | UNCHANGED | 2,068 | — | 0% | 0.03% | $263K | $119.60 |
| 2023 Q4 | ADDED | 2,068 | +11 | +0.5% | 0.03% | $240K | $108.29 |
| 2023 Q3 | REDUCED | 2,057 | -1,150 | -35.9% | 0.04% | $246K | $111.21 |
| 2023 Q2 | INITIATED | 3,207 | — | — | 0.05% | $332K | $95.29 |
As of 2025 Q4 — sorted by position size