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ConocoPhillips shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ConocoPhillips by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $947k 7.4k 127.28
2023-12-31 $976k 8.4k 116.07
2023-09-30 $1.7M 15k 119.80
2023-06-30 $378k 3.6k 103.61
2023-03-31 $362k 3.7k 99.21

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

Top funds holding ConocoPhillips

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Geode Capital Management
Bank of America Corporation
Morgan Stanley
FMR
Bank of New York Mellon
Eagle Capital Management
Harris Associates L.P
Dimensional Fund Advisors
Dodge & Cox

View all funds holding ConocoPhillips