ConocoPhillips shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in ConocoPhillips
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Quarterly reported holdings in ConocoPhillips by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 4.1k | 94.59 |
| 2025-06-30 | $364k | 4.1k | 89.74 |
| 2025-03-31 | $425k | 4.0k | 105.02 |
| 2024-12-31 | $406k | 4.1k | 99.17 |
| 2024-09-30 | $436k | 4.1k | 105.29 |
| 2024-06-30 | $445k | 3.9k | 114.39 |
| 2024-03-31 | $495k | 3.9k | 127.27 |
| 2023-12-31 | $260k | 2.2k | 118.00 |
| 2023-09-30 | $466k | 3.9k | 119.80 |
| 2023-06-30 | $397k | 3.8k | 103.62 |
| 2023-03-31 | $262k | 2.6k | 99.20 |
| 2022-12-31 | $260k | 2.2k | 118.00 |
| 2022-09-30 | $71k | 692 | 102.34 |
| 2022-06-30 | $79k | 876 | 89.81 |
| 2022-03-31 | $1.0M | 10k | 100.00 |
| 2021-12-31 | $721k | 10k | 72.18 |
| 2021-09-30 | $717k | 11k | 67.77 |
| 2021-06-30 | $609k | 10k | 60.90 |
| 2021-03-31 | $624k | 12k | 52.97 |
| 2020-12-31 | $471k | 12k | 39.99 |
| 2020-09-30 | $387k | 12k | 32.84 |
| 2020-06-30 | $495k | 12k | 42.02 |
| 2020-03-31 | $363k | 12k | 30.80 |
| 2019-06-30 | $235k | 3.8k | 61.00 |
| 2019-03-31 | $257k | 3.8k | 66.74 |
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