ConocoPhillips shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in ConocoPhillips
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Quarterly reported holdings in ConocoPhillips by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $446k | 4.2k | 105.28 |
| 2024-06-30 | $484k | 4.2k | 114.38 |
| 2024-03-31 | $539k | 4.2k | 127.28 |
| 2023-12-31 | $492k | 4.2k | 116.07 |
| 2023-09-30 | $515k | 4.3k | 119.80 |
| 2023-06-30 | $449k | 4.3k | 103.61 |
| 2023-03-31 | $487k | 4.9k | 99.21 |
| 2022-12-31 | $587k | 5.0k | 118.00 |
| 2022-09-30 | $582k | 5.7k | 102.37 |
| 2022-06-30 | $511k | 5.7k | 89.89 |
| 2022-03-31 | $616k | 6.2k | 100.07 |
| 2021-12-31 | $456k | 6.3k | 72.20 |
| 2021-09-30 | $428k | 6.3k | 67.76 |
| 2021-06-30 | $385k | 6.3k | 60.96 |
| 2021-03-31 | $366k | 6.9k | 52.92 |
| 2020-12-31 | $289k | 7.2k | 40.05 |
| 2020-09-30 | $326k | 9.9k | 32.88 |
| 2020-06-30 | $425k | 10k | 42.01 |
| 2020-03-31 | $333k | 11k | 30.79 |
| 2019-12-31 | $792k | 12k | 64.99 |
| 2018-09-30 | $217k | 2.8k | 77.50 |
More positions owned by Concentric Wealth Management
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