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 ExcelQuarterly reported holdings in ConocoPhillips by Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $232k | 2.0k | 116.06 |
2023-09-30 | $275k | 2.3k | 119.81 |