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
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Quarterly reported holdings in ConocoPhillips by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.7M | 20k | 132.00 |
| 2025-12-31 | $1.5M | 16k | 93.61 |
| 2025-09-30 | $415k | 4.4k | 94.59 |
| 2025-06-30 | $339k | 3.8k | 89.74 |
| 2025-03-31 | $464k | 4.4k | 105.04 |
| 2024-12-31 | $690k | 7.0k | 99.18 |
| 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 |