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ConocoPhillips shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ConocoPhillips by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 18k 105.27
2024-06-30 $1.8M 16k 114.38
2024-03-31 $2.0M 16k 127.28
2023-12-31 $2.0M 17k 116.07
2023-09-30 $2.3M 20k 119.80

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Top funds holding ConocoPhillips

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Massachusetts Financial Services
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Eagle Capital Management
Bank of New York Mellon
Harris Associates L.P
Franklin Resources
Dodge & Cox
Dimensional Fund Advisors

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