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ConocoPhillips shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ConocoPhillips by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $308k 4.7k 65.25
2019-09-30 $207k 3.7k 56.50
2019-06-30 $236k 3.9k 60.65
2019-03-31 $260k 3.9k 66.89
2018-12-31 $276k 4.5k 61.37

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding ConocoPhillips

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Eagle Capital Management
Bank of New York Mellon
Franklin Resources
Harris Associates L.P

View all funds holding ConocoPhillips