ConocoPhillips shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in ConocoPhillips
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Quarterly reported holdings in ConocoPhillips by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 14k | 114.38 |
| 2024-03-31 | $1.8M | 15k | 127.28 |
| 2023-12-31 | $1.8M | 15k | 116.07 |
| 2022-12-31 | $5.6M | 47k | 118.00 |
| 2022-09-30 | $2.5M | 24k | 102.33 |
| 2022-06-30 | $2.1M | 23k | 89.81 |
| 2022-03-31 | $1.5M | 15k | 100.01 |
| 2021-09-30 | $27k | 399 | 67.67 |
| 2021-06-30 | $22k | 359 | 61.28 |
| 2021-03-31 | $19k | 359 | 52.92 |
More positions owned by Heritage Wealth Management
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