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, Q4 2022
Institutional positions in ConocoPhillips as of Dec 31, 2022. 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
- 2,167
- +205 vs. Q3 2022
- Shares held
- 990.1M
- −26.6M (−2.6%) vs. Q3 2022
- Total value
- $116.9B
- +$12.6B (+12.1%) vs. Q3 2022
- New holders
- 280
- 725 more added
- Sold out
- 75
- 861 more reduced
41 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Confluence Investment Management LLC | 5,114 | $603.0K | 0.01% | +42+0.8% | Added |
| Marcum Wealth, LLC | 5,092 | $600.8K | 0.08% | −607−10.7% | Reduced |
| Aaron Wealth Advisors | 5,073 | $598.6K | 0.09% | +5,073 | New |
| TLWM | 5,072 | $598.5K | 0.22% | +5,072 | New |
| RSM US Wealth Management LLC | 5,062 | $597.4K | 0.03% | +1,808+55.6% | Added |
| Teza Capital Management LLC | 5,048 | $595.7K | 0.11% | +5,048 | New |
| Inscription Capital, LLC | 5,017 | $592.0K | 0.20% | −20.0% | Reduced |
| Smithfield Trust Co | 5,017 | $592.0K | 0.04% | −591−10.5% | Reduced |
| LS Investment Advisors, LLC | 5,005 | $590.6K | 0.12% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 5,003 | $590.4K | 0.07% | +5+0.1% | Added |
| South State Corp. | 5,003 | $590.4K | 0.05% | +715+16.7% | Added |
| U S Global Investors Inc | 5,000 | $590.0K | 0.04% | −5,000−50.0% | Reduced |
| Wills Financial Group, Inc. | 4,981 | $587.8K | 0.33% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 4,975 | $587.1K | 0.58% | +10.0% | Added |
| Concentric Wealth Management, LLC | 4,975 | $587.0K | 0.20% | −710−12.5% | Reduced |
| Cim Investment Mangement Inc | 4,965 | $585.9K | 0.23% | −141−2.8% | Reduced |
| Kovack Advisors, Inc. | 4,952 | $584.3K | 0.09% | +1,697+52.1% | Added |
| Bahl & Gaynor Inc | 4,938 | $582.7K | 0.00% | +315+6.8% | Added |
| Modera Wealth Management, LLC | 4,893 | $577.4K | 0.02% | −1,532−23.8% | Reduced |
| Aspen Investment Management Inc | 4,877 | $576.0K | 0.38% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,848 | $575.5K | 0.04% | +201+4.3% | Added |
| Gibson Wealth Advisors LLC | 4,725 | $574.0K | 0.01% | +4,650+6,200.0% | Added |
| Birmingham Capital Management Co Inc | 4,858 | $573.2K | 0.22% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,843 | $571.5K | 0.15% | +1,044+27.5% | Added |
| Global Retirement Partners, LLC | 4,835 | $570.5K | 0.04% | +716+17.4% | Added |
| Family Firm, Inc. | 4,828 | $569.8K | 0.17% | +82+1.7% | Added |
| Financial Advocates Investment Management | 4,819 | $568.6K | 0.04% | +311+6.9% | Added |
| Harrell Investment Partners, LLC | 4,818 | $568.6K | 0.22% | +12+0.2% | Added |
| Schnieders Capital Management LLC | 4,815 | $568.2K | 0.13% | +4,815 | New |
| Advocate Group LLC | 4,809 | $567.5K | 0.12% | −931−16.2% | Reduced |
| Coastline Trust Co | 4,802 | $566.6K | 0.08% | −5−0.1% | Reduced |
| Baxter Bros Inc | 4,792 | $565.0K | 0.09% | −100−2.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,785 | $564.6K | 0.14% | +3+0.1% | Added |
| Warren Averett Asset Management, LLC | 4,776 | $563.6K | 0.03% | +538+12.7% | Added |
| Westover Capital Advisors, LLC | 4,766 | $562.4K | 0.22% | −6−0.1% | Reduced |
| Wrapmanager Inc | 4,759 | $562.0K | 0.18% | −151−3.1% | Reduced |
| Aspiriant, LLC | 4,746 | $560.0K | 0.03% | +422+9.8% | Added |
| IMS Capital Management | 4,726 | $557.7K | 0.36% | +1,699+56.1% | Added |
| Marietta Investment Partners LLC | 4,720 | $557.0K | 0.16% | 00.0% | Unchanged |
| XML Financial, LLC | 4,704 | $555.1K | 0.07% | +1,155+32.5% | Added |
| McDaniel Terry & Co | 4,703 | $555.0K | 0.06% | +100+2.2% | Added |
| Mayflower Financial Advisors, LLC | 4,682 | $552.4K | 0.08% | +117+2.6% | Added |
| Renasant Bank | 4,667 | $550.7K | 0.42% | −607−11.5% | Reduced |
| Advisors Capital Management, LLC | 4,625 | $546.0K | 0.01% | −254−5.2% | Reduced |
| Legacy Bridge, LLC | 4,617 | $544.8K | 0.39% | −88−1.9% | Reduced |
| Coastal Investment Advisors, Inc. | 4,616 | $544.7K | 0.13% | +329+7.7% | Added |
| Cedar Brook Financial Partners, LLC | 4,615 | $544.6K | 0.15% | −1,047−18.5% | Reduced |
| Sweet Financial Partners, LLC | 4,615 | $544.6K | 0.16% | −300−6.1% | Reduced |
| Systematic Alpha Investments, LLC | 4,610 | $544.0K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,606 | $543.5K | 0.27% | −262−5.4% | Reduced |
| McRae Capital Management Inc | 4,604 | $543.3K | 0.16% | 00.0% | Unchanged |
| Charter Trust Co | 4,588 | $541.4K | 0.04% | +50+1.1% | Added |
| Founders Financial Alliance, LLC | 4,586 | $541.1K | 0.25% | +14+0.3% | Added |
| Summit Financial Group Inc | 4,584 | $541.0K | 0.21% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 4,572 | $539.5K | 0.55% | +4,572 | New |
| Arkadios Wealth Advisors | 4,553 | $537.2K | 0.07% | −1,109−19.6% | Reduced |
| Norris Perne & French LLP | 4,541 | $535.8K | 0.05% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 4,536 | $535.3K | 0.19% | −70−1.5% | Reduced |
| Northeast Investment Management | 4,535 | $535.0K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,518 | $533.1K | 0.25% | −75−1.6% | Reduced |
| Jacobs & Co | 4,521 | $533.0K | 0.07% | −55−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,521 | $533.0K | 0.05% | +559+14.1% | Added |
| GM Advisory Group, Inc. | 4,513 | $532.5K | 0.06% | −600−11.7% | Reduced |
| RIA Advisory Group LLC | 4,506 | $531.8K | 0.31% | +4,506 | New |
| Mitchell Sinkler & Starr | 4,500 | $531.0K | 0.17% | +4,500 | New |
| Jaffetilchin Investment Partners, LLC | 4,476 | $528.2K | 0.06% | −369−7.6% | Reduced |
| Stiles Financial Services Inc | 4,454 | $525.6K | 0.30% | −344−7.2% | Reduced |
| Sutton Wealth Advisors Inc. | 4,448 | $524.9K | 0.20% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,444 | $524.4K | 0.07% | −637−12.5% | Reduced |
| Geneva Partners, LLC | 4,420 | $521.6K | 0.49% | −597−11.9% | Reduced |
| First Dallas Securities Inc. | 4,413 | $521.0K | 0.31% | +65+1.5% | Added |
| Laffer Tengler Investments | 4,415 | $521.0K | 0.15% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,414 | $520.9K | 0.43% | +4,414 | New |
| Hexagon Capital Partners LLC | 4,411 | $520.5K | 0.15% | +418+10.5% | Added |
| CRA Financial Services, LLC | 4,406 | $519.9K | 0.17% | +57+1.3% | Added |
| Cobblestone Capital Advisors LLC | 4,393 | $518.4K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,391 | $518.2K | 0.05% | −485−9.9% | Reduced |
| Austin Private Wealth, LLC | 4,388 | $517.8K | 0.09% | −2,454−35.9% | Reduced |
| Clearstead Advisors, LLC | 4,388 | $517.8K | 0.04% | +562+14.7% | Added |
| Centennial Bank | 4,388 | $517.8K | 0.30% | +4,388 | New |
| Choate Investment Advisors | 4,387 | $517.7K | 0.03% | −630−12.6% | Reduced |
| Bank of Stockton | 4,375 | $516.0K | 0.18% | −850−16.3% | Reduced |
| Chicago Trust Co NA | 4,365 | $516.0K | 0.13% | +32+0.7% | Added |
| MQS Management LLC | 4,369 | $515.5K | 0.35% | +4,369 | New |
| Prelude Capital Management, LLC | 4,368 | $515.4K | 0.03% | +1,467+50.6% | Added |
| First Foundation Advisors | 4,366 | $515.2K | 0.02% | −269−5.8% | Reduced |
| Private Portfolio Partners LLC | 4,354 | $513.8K | 0.14% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,349 | $513.2K | 0.28% | −682−13.6% | Reduced |
| Oakwell Private Wealth Management, LLC | 4,330 | $511.0K | 0.24% | +25+0.6% | Added |
| Valmark Advisers, Inc. | 4,316 | $509.3K | 0.01% | −45−1.0% | Reduced |
| Defined Wealth Management, LLC | 4,310 | $508.6K | 0.48% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 4,300 | $507.4K | 0.16% | −1,990−31.6% | Reduced |
| New Jersey Better Educational Savings Trust | 4,300 | $507.4K | 1.50% | 00.0% | Unchanged |
| Headinvest, LLC | 4,284 | $505.5K | 0.11% | −530−11.0% | Reduced |
| AlphaCentric Advisors LLC | 4,282 | $505.3K | 0.50% | +2,913+212.8% | Added |
| Retirement Guys Formula LLC | 4,270 | $503.9K | 0.41% | +2,315+118.4% | Added |
| Guardian Wealth Advisors, LLC | 4,205 | $502.1K | 0.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,253 | $501.9K | 0.11% | +573+15.6% | Added |
| Cardiff Park Advisors, LLC | 4,246 | $501.0K | 0.07% | +22+0.5% | Added |
| Soltis Investment Advisors LLC | 4,238 | $500.1K | 0.07% | −26,015−86.0% | Reduced |