ConocoPhillips shares owned by UMA Financial Services
Quarter-by-quarter ownership of ConocoPhillips (COP) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in ConocoPhillips
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Quarterly reported holdings in ConocoPhillips by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $310k | 2.9k | 105.22 |
| 2024-06-30 | $339k | 2.9k | 115.18 |
| 2024-03-31 | $381k | 2.9k | 129.53 |
| 2023-12-31 | $307k | 2.8k | 108.06 |
| 2023-09-30 | $344k | 2.8k | 121.80 |
| 2023-06-30 | $294k | 2.8k | 104.23 |
| 2023-03-31 | $297k | 2.8k | 105.25 |
| 2022-12-31 | $335k | 2.8k | 118.82 |
| 2022-09-30 | $331k | 2.9k | 116.06 |
| 2022-06-30 | $271k | 2.9k | 95.05 |
| 2022-03-31 | $375k | 3.6k | 103.99 |
| 2021-12-31 | $327k | 4.1k | 80.66 |
| 2021-09-30 | $351k | 4.7k | 74.18 |
| 2021-06-30 | $269k | 4.7k | 56.70 |
| 2021-03-31 | $286k | 5.5k | 52.28 |
| 2020-12-31 | $322k | 6.8k | 47.67 |