SUMMIT FINANCIAL WEALTH ADVISORS, LLC – ConocoPhillips Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$276,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
+13.95%
quarter
ConocoPhillips 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 75K | $102.34 | 2.18K | |
| Q2 2022 | share | Increase | 0.00% | 2.18K shares | 201K | $89.81 | 2.18K |
| Q1 2022 | share | Decrease | -100.00% | -2.60K shares | -201K | $100 | 0 |
| Q4 2021 | share | Increase | 0.00% | 2.60K shares | 201K | $72.08 | 2.60K |
| Q2 2019 | share | Decrease | -100.00% | -3.05K shares | -200K | $56.11 | 0 |
| Q1 2019 | share | Decrease | -13.63% | -482 shares | -21K | $61.08 | 3.05K |
| Q4 2018 | share | Decrease | -0.90% | -32 shares | -40K | $56.8 | 3.53K |
| Q3 2018 | share | Increase | 0.00% | 3.56K shares | 261K | $70.23 | 3.56K |
| Q3 2016 | share | Decrease | -100.00% | -7.06K shares | -308K | $37.82 | 0 |
| Q2 2016 | share | Decrease | -13.37% | -1.09K shares | -20K | $37.71 | 7.06K |
| Q1 2016 | share | Decrease | -18.26% | -1.82K shares | -138K | $34.63 | 8.15K |