ConocoPhillips shares owned by Summit Wealth Group
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in ConocoPhillips
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Quarterly reported holdings in ConocoPhillips by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $216k | 2.1k | 104.85 |
| 2024-12-31 | $203k | 2.0k | 99.07 |
| 2024-09-30 | $220k | 2.1k | 105.26 |
| 2024-06-30 | $239k | 2.1k | 114.35 |
| 2024-03-31 | $260k | 2.0k | 127.51 |
| 2023-12-31 | $237k | 2.0k | 116.23 |
| 2023-09-30 | $244k | 2.0k | 119.67 |
| 2023-06-30 | $211k | 2.0k | 103.48 |
| 2023-03-31 | $2.0k | 202k | 0.01 |
| 2022-12-31 | $241k | 2.0k | 118.20 |
| 2022-09-30 | $209k | 2.0k | 102.50 |
| 2022-03-31 | $204k | 2.0k | 100.05 |
| 2021-06-30 | $122k | 2.0k | 60.85 |
| 2021-03-31 | $106k | 2.0k | 52.87 |