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ConocoPhillips shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in ConocoPhillips by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 2.5k 93.61
2024-06-30 $202k 1.8k 114.38
2024-03-31 $832k 6.7k 123.54
2023-06-30 $615k 5.3k 115.93
2023-03-31 $2.4M 24k 100.47

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Top funds holding ConocoPhillips

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

View all funds holding ConocoPhillips