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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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 |
|---|---|---|---|
| 2025-09-30 | $3.2M | 34k | 94.59 |
| 2025-06-30 | $3.2M | 36k | 89.74 |
| 2025-03-31 | $5.0M | 48k | 105.02 |
| 2024-12-31 | $4.6M | 46k | 99.17 |
| 2024-09-30 | $6.0M | 57k | 105.28 |
| 2024-06-30 | $6.7M | 58k | 114.38 |
| 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 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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