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ConocoPhillips shares owned by Martel Wealth Advisors

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

Historical chart of Martel Wealth Advisors investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in ConocoPhillips by Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $330k 2.5k 132.00

More positions owned by Martel Wealth Advisors

Vanguard Malvern Fds Core Bd Etf (VCRB)
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Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Martel 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