ConocoPhillips shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in ConocoPhillips
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Quarterly reported holdings in ConocoPhillips by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $579k | 5.5k | 105.28 |
| 2024-06-30 | $629k | 5.5k | 114.38 |
| 2024-03-31 | $700k | 5.5k | 127.28 |
| 2023-12-31 | $638k | 5.5k | 116.07 |
| 2023-09-30 | $739k | 6.2k | 119.80 |
| 2023-06-30 | $623k | 6.0k | 103.61 |
| 2023-03-31 | $510k | 5.1k | 99.21 |
| 2022-12-31 | $618k | 5.2k | 118.00 |
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