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ConocoPhillips shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in ConocoPhillips by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $227k 1.7k 132.03
2023-09-30 $207k 1.7k 119.80

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
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Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

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