ConocoPhillips shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in ConocoPhillips
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Quarterly reported holdings in ConocoPhillips by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 478k | 94.59 |
| 2025-06-30 | $41M | 456k | 89.74 |
| 2025-03-31 | $47M | 445k | 105.02 |
| 2024-12-31 | $42M | 420k | 99.17 |
| 2024-09-30 | $42M | 399k | 105.28 |
| 2024-06-30 | $43M | 374k | 114.38 |
| 2024-03-31 | $45M | 356k | 127.28 |
| 2023-12-31 | $38M | 329k | 116.07 |
| 2023-09-30 | $39M | 325k | 119.80 |
| 2023-06-30 | $29M | 278k | 103.61 |
| 2023-03-31 | $26M | 261k | 99.21 |
| 2022-12-31 | $29M | 245k | 118.00 |
| 2022-09-30 | $25M | 240k | 102.34 |
| 2022-06-30 | $20M | 224k | 89.81 |
| 2022-03-31 | $18M | 183k | 100.00 |
| 2021-12-31 | $14M | 200k | 72.18 |
| 2021-09-30 | $13M | 187k | 67.77 |
| 2021-06-30 | $10M | 166k | 60.90 |
| 2021-03-31 | $19k | 360 | 52.97 |
| 2020-12-31 | $4.0k | 110 | 36.36 |
| 2020-09-30 | $9.4k | 287 | 32.84 |
| 2019-12-31 | $1.4k | 22 | 65.05 |