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Provence Wealth Management Group

SEC CIK
0001925991
Latest filing
Feb 6, 2024

COP holding history

ConocoPhillips in every 13F filed by Provence Wealth Management Group, 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 Q4 2023 holdings

Shares (Q4 2023)
5,711
Value
$662.9K
% of portfolio
0.4%
Quarters held
5
Since Q4 2022
Holdings of COP by Provence Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20235,711$662.9K0.4%+524+10.1%AddedHolders
Q3 20235,187$621.4K0.4%+586+12.7%AddedHolders
Q2 20234,601$476.7K0.3%+685+17.5%AddedHolders
Q1 20233,916$388.5K0.3%+589+17.7%AddedHolders
Q4 20223,327$392.6K0.3%+3,327NewHolders