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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

COP holding history

ConocoPhillips in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COP overviewAll 13F holders of COPFull Q1 2025 holdings

Shares (Q1 2025)
10,908
Value
$1.15M
% of portfolio
0.1%
Quarters held
2
Since Q4 2024
Holdings of COP by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202510,908$1.15M0.1%−11−0.1%ReducedHolders
Q4 202410,919$1.08M0.1%+10,919NewHolders