Number of Shares
60,189.00
Current Holdings Value*
$6.32 Mil
% of Portfolio
1.96%
Total Estimate Gain
$-558,997.11
% of Total Estimate Gain
-8.46%

Peterson Wealth Services's ConocoPhillips Holding Summary

As of 2025-03-31, Peterson Wealth Services held 60,189.00 shares of ConocoPhillips(COP), totaling $6.32 Mil. This investment constitutes 1.96% of their stock portfolio, and Peterson Wealth Services now holds 0% of the outstanding ConocoPhillips(COP) stock.

The initial trade took place in 2021Q4. And since then Peterson Wealth Services has made 12 purchases of COP, at an average price of $102.52, for a total of 64,447.00 shares. In addition, there have been 1 sales at an average price of $106.12 for 4,258.00 shares. Based on historical transaction data and COP's current price of $92.98, Peterson Wealth Services's estimated gain on his COP holdings is $-558,997.11, reflecting a -8.46% gain to date.

Peterson Wealth Services COP ($92.98) Holding Chart

Peterson Wealth Services COP ($92.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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