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ConocoPhillips shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in ConocoPhillips

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All positions including ConocoPhillips held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ConocoPhillips by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 62k 127.28
2023-09-30 $7.9M 66k 119.80
2023-06-30 $6.9M 66k 103.61
2023-03-31 $6.3M 64k 99.21
2022-12-31 $8.2M 70k 118.00
2022-09-30 $3.6M 35k 102.35
2022-06-30 $231k 2.6k 89.81
2019-03-31 $2.6M 39k 66.73
2018-12-31 $2.2M 35k 62.36
2018-09-30 $2.3M 30k 77.41
2018-06-30 $238k 3.4k 69.71
2015-09-30 $215k 4.5k 47.86
2015-06-30 $269k 4.4k 61.47
2015-03-31 $291k 4.7k 62.33
2014-12-31 $286k 4.1k 69.05
2014-09-30 $317k 4.1k 76.53
2014-06-30 $361k 4.2k 85.71
2014-03-31 $246k 3.5k 70.45
2013-12-31 $236k 3.3k 70.55
2013-09-30 $246k 3.5k 69.39