Ownership history in Peterson Wealth Services · 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services 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 Q4 | ADDED | 45,420 | +45,260 | +28287.5% | 1.09% | $4.3M | $92.89 |
| 2025 Q3 | REDUCED | 160 | -61,297 | -99.7% | 1.41% | $5.7M | $93.00 |
| 2025 Q2 | ADDED | 61,457 | +1,268 | +2.1% | 1.51% | $5.5M | $87.51 |
| 2025 Q1 | ADDED | 60,189 | +24,381 | +68.1% | 1.96% | $6.3M | $101.54 |
| 2024 Q4 | REDUCED | 35,808 | -4,258 | -10.6% | 1.07% | $3.6M | $95.11 |
| 2024 Q3 | ADDED | 40,066 | +2,150 | +5.7% | 1.35% | $4.2M | $100.27 |
| 2024 Q2 | ADDED | 37,916 | +887 | +2.4% | 1.52% | $4.3M | $108.16 |
| 2024 Q1 | ADDED | 37,029 | +1,533 | +4.3% | 1.72% | $4.7M | $119.60 |
| 2023 Q4 | ADDED | 35,496 | +5,983 | +20.3% | 1.77% | $4.1M | $108.29 |
| 2023 Q3 | ADDED | 29,513 | +5,036 | +20.6% | 2.65% | $3.5M | $111.21 |
As of 2025 Q4 — sorted by position size