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ConocoPhillips shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ConocoPhillips by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $400k 3.5k 116.07
2022-03-31 $229k 2.3k 100.22
2021-12-31 $210k 2.3k 91.98

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding ConocoPhillips

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Eagle Capital Management
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Dimensional Fund Advisors
Dodge & Cox
Legal & General Group
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Fisher Investments
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View all funds holding ConocoPhillips