BWM Planning »

ConocoPhillips shares owned by BWM Planning

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ConocoPhillips by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $395k 3.8k 105.28

More positions owned by BWM Planning

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding ConocoPhillips

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Eagle Capital Management
Bank of New York Mellon
Harris Associates L.P
Franklin Resources
Dodge & Cox
Dimensional Fund Advisors

View all funds holding ConocoPhillips