ConocoPhillips shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in ConocoPhillips
Tip: Access up to 7 years of quarterly data
All positions including ConocoPhillips held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in ConocoPhillips by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 94.59 |
| 2025-06-30 | $1.5M | 17k | 89.74 |
| 2025-03-31 | $1.9M | 18k | 105.02 |
| 2024-12-31 | $979k | 9.9k | 99.17 |
| 2024-09-30 | $659k | 6.3k | 105.27 |
| 2024-06-30 | $753k | 6.6k | 114.39 |
| 2024-03-31 | $833k | 6.5k | 127.28 |
| 2023-09-30 | $758k | 6.3k | 119.80 |
| 2023-06-30 | $654k | 6.3k | 103.61 |
| 2023-03-31 | $513k | 5.2k | 99.21 |
| 2022-12-31 | $1.2M | 9.8k | 118.00 |
| 2022-09-30 | $1.4M | 14k | 102.32 |
| 2022-06-30 | $1.3M | 14k | 89.82 |
| 2022-03-31 | $1.3M | 13k | 99.98 |
| 2021-12-31 | $934k | 13k | 72.19 |
| 2021-09-30 | $834k | 12k | 67.75 |
| 2021-06-30 | $711k | 12k | 60.90 |
| 2021-03-31 | $615k | 12k | 52.99 |
| 2020-09-30 | $338k | 10k | 32.83 |
| 2020-06-30 | $295k | 7.0k | 41.96 |
| 2019-12-31 | $364k | 6.1k | 59.36 |
| 2018-09-30 | $261k | 3.7k | 70.14 |
| 2018-06-30 | $300k | 4.3k | 69.59 |
| 2018-03-31 | $230k | 3.9k | 59.32 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors