Capital Advisors Wealth Management »

ConocoPhillips shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Capital Advisors Wealth Management 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 1.9k 131.97
2023-06-30 $253k 2.4k 103.61
2023-03-31 $226k 2.3k 99.20
2022-12-31 $221k 1.9k 118.01

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Inf Tech Etf (VGT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)

View all positions for Capital Advisors Wealth Management

Top funds holding ConocoPhillips

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Charles Schwab Investment Management
Capital Research and Management Company - Division 3
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
FMR
Eagle Capital Management
Morgan Stanley
Franklin Resources
Harris Associates L.P

View all funds holding ConocoPhillips