Centricity Wealth Management »

ConocoPhillips shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Centricity 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $14k 154 89.74
2025-03-31 $29k 275 105.02
2024-12-31 $27k 275 99.17

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding ConocoPhillips

Vanguard Group
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Massachusetts Financial Services
Eagle Capital Management
FMR
Harris Associates L.P
Fisher Investments
Franklin Resources
Invesco

View all funds holding ConocoPhillips