Marshall & Sterling Wealth Advisors »

ConocoPhillips shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling Wealth Advisors investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ConocoPhillips by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $443k 3.4k 132.01

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding ConocoPhillips

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Charles Schwab Investment Management
Capital Research and Management Company - Division 3
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
FMR
Eagle Capital Management
Morgan Stanley
Franklin Resources
Harris Associates L.P

View all funds holding ConocoPhillips