ConocoPhillips
COP- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001163165
In the last 90 days, ConocoPhillips insiders filed 0 open-market purchases and 2 sales; 2,477 institutions reported holding it in 13F filings for Q2 2026, worth $106.3B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in ConocoPhillips as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,643
- +72 vs. Q2 2021
- Shares held
- 1.04B
- −7.72M (−0.7%) vs. Q2 2021
- Total value
- $70.7B
- +$6.78B (+10.6%) vs. Q2 2021
- New holders
- 153
- 613 more added
- Sold out
- 81
- 589 more reduced
20 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,477 | $106.3B |
| Q1 2026 | 2,584 | $137.4B |
| Q4 2025 | 2,359 | $95.6B |
| Q3 2025 | 2,287 | $96.8B |
| Q2 2025 | 2,293 | $92.5B |
| Q1 2025 | 2,403 | $109.9B |
| Q4 2024 | 2,460 | $103.6B |
| Q3 2024 | 2,269 | $100.7B |
| Q2 2024 | 2,345 | $109.3B |
| Q1 2024 | 2,335 | $121.7B |
| Q4 2023 | 2,272 | $112.3B |
| Q3 2023 | 2,183 | $115.9B |
| Q2 2023 | 2,105 | $99.7B |
| Q1 2023 | 2,096 | $96.6B |
| Q4 2022 | 2,168 | $116.9B |
| Q3 2022 | 2,004 | $104.7B |
| Q2 2022 | 1,995 | $92.2B |
| Q1 2022 | 1,975 | $103.5B |
| Q4 2021 | 1,789 | $73.9B |
| Q3 2021 | 1,643 | $70.7B |
| Q2 2021 | 1,591 | $64.0B |
| Q1 2021 | 1,525 | $55.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 13,299 | $901.0K | 0.02% | +8,090+155.3% | Added |
| Wealth Alliance | 13,071 | $886.0K | 0.20% | +12+0.1% | Added |
| Mark Stevens | 13,052 | $885.0K | 0.10% | +1,711+15.1% | Added |
| Parcion Private Wealth LLC | 11,918 | $883.0K | 0.08% | +109+0.9% | Added |
| Baker Tilly Wealth Management, LLC | 13,025 | $883.0K | 0.12% | +1,887+16.9% | Added |
| Duff & Phelps Investment Management Co | 13,007 | $881.0K | 0.01% | −333−2.5% | Reduced |
| Palisade Asset Management, LLC | 12,978 | $880.0K | 0.11% | −370−2.8% | Reduced |
| Stableford Capital II LLC | 11,886 | $878.0K | 0.45% | −574−4.6% | Reduced |
| Jupiter Wealth Management LLC | 12,000 | $876.0K | 0.41% | 00.0% | Unchanged |
| Courier Capital LLC | 12,872 | $872.0K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 12,832 | $870.0K | 0.02% | −839−6.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,772 | $866.0K | 0.02% | +178+1.4% | Added |
| Corient Capital Partners, LLC | 12,773 | $866.0K | 0.06% | +769+6.4% | Added |
| Home Federal Bank of Tennessee | 12,747 | $864.0K | 0.31% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 12,728 | $863.0K | 0.20% | −1,152−8.3% | Reduced |
| Perpetual Investment Management Ltd | 12,700 | $861.0K | 0.11% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,954 | $857.0K | 0.04% | −76−0.6% | Reduced |
| Pointe Capital Management LLC | 12,583 | $853.0K | 0.59% | +1,694+15.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,473 | $845.0K | 0.19% | +1,436+13.0% | Added |
| Bank of New Hampshire | 13,871 | $844.0K | 0.23% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 12,412 | $841.0K | 0.20% | +1,040+9.1% | Added |
| Greenwood Capital Associates LLC | 12,393 | $840.0K | 0.13% | −5,761−31.7% | Reduced |
| Optimal Asset Management, Inc. | 12,388 | $840.0K | 0.10% | +26+0.2% | Added |
| Deseret Mutual Benefit Administrators | 12,381 | $839.0K | 0.15% | −4,820−28.0% | Reduced |
| Arete Wealth Advisors, LLC | 12,576 | $838.0K | 0.09% | −781−5.8% | Reduced |
| North Star Investment Management Corp. | 12,354 | $837.0K | 0.07% | +69+0.6% | Added |
| B. Riley Wealth Management, Inc. | 12,335 | $836.0K | 0.06% | −4,053−24.7% | Reduced |
| Energy Opportunities Capital Management, LLC | 12,307 | $834.0K | 2.15% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 12,305 | $834.0K | 0.43% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 12,310 | $834.0K | 0.10% | +636+5.4% | Added |
| SeaCrest Wealth Management, LLC | 12,200 | $827.0K | 0.10% | +308+2.6% | Added |
| GWM Advisors LLC | 12,187 | $826.0K | 0.02% | −771−5.9% | Reduced |
| Jacobi Capital Management LLC | 12,183 | $825.0K | 0.10% | +1,101+9.9% | Added |
| Austin Private Wealth, LLC | 12,121 | $821.0K | 0.18% | −3,514−22.5% | Reduced |
| Kingsview Wealth Management, LLC | 12,115 | $821.0K | 0.04% | +68+0.6% | Added |
| McMillion Capital Management Inc | 12,071 | $818.0K | 0.48% | −2,485−17.1% | Reduced |
| Financial Advisory Service, Inc. | 12,068 | $818.0K | 0.08% | −731−5.7% | Reduced |
| Caas Capital Management LP | 12,000 | $813.0K | 0.06% | +12,000 | New |
| Wetherby Asset Management Inc | 11,952 | $810.0K | 0.05% | +795+7.1% | Added |
| Procyon Private Wealth Partners, LLC | 11,906 | $807.0K | 0.21% | +11,906 | New |
| Stillwater Investment Management, LLC | 11,890 | $806.0K | 0.21% | −133−1.1% | Reduced |
| Greatmark Investment Partners, Inc. | 11,875 | $805.0K | 0.15% | −250−2.1% | Reduced |
| Integrated Advisors Network LLC | 11,863 | $804.0K | 0.05% | +843+7.6% | Added |
| Arrow Financial Corp | 11,842 | $802.0K | 0.10% | +625+5.6% | Added |
| Copperwynd Financial, LLC | 11,777 | $798.0K | 0.33% | +2,332+24.7% | Added |
| Grove Bank & Trust | 11,754 | $797.0K | 0.17% | +11,754 | New |
| Brown Brothers Harriman & Co | 11,618 | $787.0K | 0.00% | +142+1.2% | Added |
| Guyasuta Investment Advisors Inc | 11,595 | $786.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 11,483 | $778.0K | 0.04% | +1,682+17.2% | Added |
| McDonald Partners LLC | 11,470 | $777.0K | 0.18% | +996+9.5% | Added |
| TCW Group Inc | 11,410 | $773.0K | 0.01% | −5,102−30.9% | Reduced |
| Wunderlich Capital Managemnt | 11,400 | $773.0K | 0.37% | −7,560−39.9% | Reduced |
| Laurel Wealth Advisors LLC | 11,365 | $770.0K | 0.18% | −220−1.9% | Reduced |
| Tocqueville Asset Management L.P. | 11,331 | $768.0K | 0.01% | −1,509−11.8% | Reduced |
| FineMark National Bank & Trust | 11,338 | $768.0K | 0.03% | −581−4.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,359 | $768.0K | 0.06% | +935+9.0% | Added |
| First Midwest Bank Trust Division | 11,327 | $767.0K | 0.11% | −35−0.3% | Reduced |
| Mutual Advisors, LLC | 11,310 | $766.0K | 0.05% | +2,999+36.1% | Added |
| Full Sail Capital, LLC | 11,280 | $764.0K | 0.07% | +4,685+71.0% | Added |
| Diversified Trust Co | 11,245 | $762.0K | 0.03% | −883−7.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,186 | $758.0K | 0.11% | +2,950+35.8% | Added |
| Caldwell Trust Co | 11,138 | $754.8K | 0.10% | +350+3.2% | Added |
| Probity Advisors, Inc. | 11,123 | $754.0K | 0.16% | +358+3.3% | Added |
| Regent Investment Management LLC | 11,097 | $752.0K | 0.18% | −570−4.9% | Reduced |
| DCM Advisors, LLC | 11,108 | $752.0K | 0.29% | +11,108 | New |
| Savant Capital, LLC | 11,049 | $749.0K | 0.03% | −40−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,989 | $745.0K | 0.04% | −258−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 11,003 | $745.0K | 0.03% | +1,712+18.4% | Added |
| Jaffetilchin Investment Partners, LLC | 10,945 | $742.0K | 0.08% | +2,664+32.2% | Added |
| Nicholas Hoffman & Company, LLC. | 10,927 | $741.0K | 0.13% | −85−0.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,941 | $741.0K | 0.21% | +51+0.5% | Added |
| Smith, Moore & Co. | 10,935 | $741.0K | 0.11% | +1,728+18.8% | Added |
| Thomasville National Bank | 10,922 | $740.0K | 0.08% | −651−5.6% | Reduced |
| Sargent Bickham Lagudis LLC | 10,880 | $737.0K | 0.06% | +5,000+85.0% | Added |
| Whittier Trust Co of Nevada Inc | 10,859 | $736.0K | 0.03% | +203+1.9% | Added |
| Greenleaf Trust | 10,867 | $736.0K | 0.01% | +1,276+13.3% | Added |
| Palisade Capital Management LLC | 10,800 | $732.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 10,687 | $724.0K | 0.08% | −819−7.1% | Reduced |
| Cannell Peter B & Co Inc | 10,686 | $724.0K | 0.02% | +75+0.7% | Added |
| Fiduciary Trust Co | 10,642 | $721.0K | 0.01% | −117−1.1% | Reduced |
| Ausdal Financial Partners, Inc. | 10,575 | $717.0K | 0.11% | +2,012+23.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 10,577 | $716.8K | 0.10% | +582+5.8% | Added |
| Rockland Trust Co | 10,534 | $714.0K | 0.05% | +3,735+54.9% | Added |
| Transcend Wealth Collective, LLC | 9,253 | $713.0K | 0.06% | +759+8.9% | Added |
| Checchi Capital Advisers, LLC | 10,496 | $711.0K | 0.09% | +258+2.5% | Added |
| Cim Investment Mangement Inc | 10,478 | $710.0K | 0.22% | −63−0.6% | Reduced |
| Capstone Triton Financial Group, LLC | 9,276 | $710.0K | 0.43% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 10,456 | $709.0K | 0.26% | −32−0.3% | Reduced |
| Heck Capital Advisors, LLC | 10,442 | $707.7K | 0.14% | 00.0% | Unchanged |
| Geneva Partners, LLC | 10,431 | $707.0K | 0.35% | −78,204−88.2% | Reduced |
| Bridge Creek Capital Management LLC | 10,421 | $706.0K | 0.26% | −767−6.9% | Reduced |
| Abbot Financial Management, Inc. | 10,403 | $705.0K | 0.32% | −396−3.7% | Reduced |
| Washington Capital Management Inc | 10,400 | $704.8K | 0.62% | +10,400 | New |
| Clarius Group, LLC | 10,372 | $703.0K | 0.06% | +827+8.7% | Added |
| Intersect Capital LLC | 10,358 | $702.0K | 0.12% | +1,247+13.7% | Added |
| Everett Harris & Co | 10,335 | $700.0K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 10,317 | $699.0K | 0.45% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,300 | $698.0K | 0.09% | −325−3.1% | Reduced |
| Spirit of America Management Corp | 10,300 | $698.0K | 0.15% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 10,282 | $697.0K | 0.13% | +26+0.3% | Added |