Ownership history in Obermeyer Wealth Partners · 51 quarters on record
This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in CONOCO PHILLIPS Common (COP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,219 | -1,110 | -33.3% | 0.01% | $210K | $93.00 |
| 2025 Q2 | ADDED | 3,329 | +77 | +2.4% | 0.01% | $299K | $87.51 |
| 2025 Q1 | ADDED | 3,252 | +3 | +0.1% | 0.02% | $342K | $101.54 |
| 2024 Q4 | REDUCED | 3,249 | -747 | -18.7% | 0.02% | $322K | $95.11 |
| 2019 Q4 | REDUCED | 3,996 | -215 | -5.1% | 0.02% | $260K | $51.82 |
| 2019 Q3 | REDUCED | 4,211 | -200 | -4.5% | 0.02% | $240K | $45.06 |
| 2019 Q2 | REDUCED | 4,411 | -215 | -4.6% | 0.02% | $269K | $48.00 |
| 2019 Q1 | UNCHANGED | 4,626 | — | 0% | 0.03% | $309K | $52.25 |
| 2018 Q4 | ADDED | 4,626 | +1,505 | +48.2% | 0.03% | $288K | $48.59 |
| 2018 Q3 | REDUCED | 3,121 | -200 | -6.0% | 0.02% | $242K | $60.07 |
As of 2025 Q4 — sorted by position size