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ConocoPhillips shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in ConocoPhillips by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $423k 3.6k 116.07
2023-09-30 $420k 3.6k 115.25
2023-06-30 $378k 3.6k 103.61
2023-03-31 $378k 3.8k 99.21
2022-12-31 $450k 3.8k 118.00
2022-09-30 $276k 2.2k 126.43
2022-06-30 $201k 2.2k 92.08
2021-12-31 $201k 2.6k 77.07
2019-03-31 $200k 3.1k 65.47
2018-12-31 $221k 3.5k 62.48
2018-09-30 $261k 3.6k 73.13
2016-06-30 $308k 7.1k 43.61
2016-03-31 $328k 8.2k 40.24
2015-12-31 $466k 10k 46.73
2015-09-30 $707k 15k 47.95
2015-06-30 $3.0M 49k 61.39
2015-03-31 $3.2M 48k 65.39
2014-12-31 $3.2M 46k 69.07