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ConocoPhillips shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in ConocoPhillips

Tip: Access up to 7 years of quarterly data

All positions including ConocoPhillips held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ConocoPhillips by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $274k 2.1k 132.00
2022-09-30 $448k 4.4k 102.24
2022-06-30 $389k 4.3k 89.80
2022-03-31 $438k 4.4k 100.02

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
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Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Intl Small Cap V (DISV)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
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View all positions for Summit Wealth & Retirement Planning

Top funds holding ConocoPhillips

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Charles Schwab Investment Management
Capital Research and Management Company - Division 3
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
FMR
Eagle Capital Management
Morgan Stanley
Franklin Resources
Harris Associates L.P

View all funds holding ConocoPhillips