ConocoPhillips shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in ConocoPhillips
Tip: Access up to 7 years of quarterly data
All positions including ConocoPhillips held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in ConocoPhillips by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 3.5k | 94.58 |
| 2025-06-30 | $205k | 2.3k | 89.75 |
| 2024-12-31 | $267k | 2.7k | 99.16 |
| 2024-09-30 | $258k | 2.4k | 105.26 |
| 2024-06-30 | $248k | 2.2k | 114.36 |
| 2024-03-31 | $233k | 1.8k | 127.26 |
| 2023-12-31 | $232k | 2.0k | 116.06 |
| 2023-09-30 | $275k | 2.3k | 119.81 |