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 | 2,583 | $137.4B |
| Q4 2025 | 2,359 | $95.6B |
| Q3 2025 | 2,286 | $96.8B |
| Q2 2025 | 2,292 | $92.5B |
| Q1 2025 | 2,402 | $109.9B |
| Q4 2024 | 2,459 | $103.6B |
| Q3 2024 | 2,268 | $100.7B |
| Q2 2024 | 2,344 | $109.3B |
| Q1 2024 | 2,334 | $121.7B |
| Q4 2023 | 2,271 | $112.3B |
| Q3 2023 | 2,182 | $115.9B |
| Q2 2023 | 2,104 | $99.7B |
| Q1 2023 | 2,096 | $96.6B |
| Q4 2022 | 2,167 | $116.9B |
| Q3 2022 | 2,003 | $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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 1,725 | $203.5K | 0.01% | +1,725 | New |
| Philadelphia Trust Co | 1,721 | $203.0K | 0.02% | +1,721 | New |
| Chelsea Counsel Co | 1,704 | $202.3K | 0.10% | +1,704 | New |
| Sargent Bickham Lagudis LLC | 1,709 | $201.7K | 0.02% | +296+20.9% | Added |
| Crew Capital Management, Ltd. | 1,704 | $201.1K | 0.29% | +1,704 | New |
| Heron Financial Group, LLC | 1,719 | $200.7K | 0.13% | +1,719 | New |
| Signature Wealth Management Partners, LLC | 1,701 | $200.7K | 0.20% | +1,701 | New |
| Optimum Investment Advisors | 1,700 | $200.6K | 0.11% | −250−12.8% | Reduced |
| Well Done, LLC | 1,998 | $200.0K | 0.04% | +1,998 | New |
| West Paces Advisors Inc. | 1,656 | $195.4K | 0.06% | +172+11.6% | Added |
| Bellwether Advisors, LLC | 1,641 | $193.6K | 0.06% | −6−0.4% | Reduced |
| Acropolis Investment Management, LLC | 1,630 | $192.3K | 0.02% | +20+1.2% | Added |
| Richard W. Paul & Associates, LLC | 1,625 | $191.7K | 0.10% | +1,625 | New |
| TSFG, LLC | 1,561 | $184.0K | 0.07% | +2+0.1% | Added |
| J.Safra Asset Management Corp | 1,566 | $184.0K | 0.03% | +1,438+1,123.4% | Added |
| Hillsdale Investment Management Inc. | 1,552 | $183.1K | 0.02% | −5,450−77.8% | Reduced |
| Farther Finance Advisors, LLC | 1,543 | $182.1K | 0.07% | +1,543 | New |
| Pinnacle Bancorp, Inc. | 1,544 | $182.0K | 0.07% | −126−7.5% | Reduced |
| First Financial Corp | 1,537 | $181.4K | 0.11% | +45+3.0% | Added |
| Quent Capital, LLC | 1,537 | $181.4K | 0.03% | +69+4.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,494 | $176.3K | 0.04% | −1,651−52.5% | Reduced |
| Ameliora Wealth Management Ltd. | 1,488 | $175.6K | 0.09% | 00.0% | Unchanged |
| WJ Interests, LLC | 1,480 | $174.7K | 0.14% | +1,480 | New |
| First PREMIER Bank | 1,472 | $174.0K | 0.05% | −425−22.4% | Reduced |
| New Millennium Group LLC | 1,454 | $171.5K | 0.18% | +1+0.1% | Added |
| Compass Wealth Management LLC | 1,449 | $171.0K | 0.06% | +1,449 | New |
| Tradition Wealth Management, LLC | 1,421 | $168.0K | 0.02% | −118−7.7% | Reduced |
| Cornerstone Planning Group LLC | 1,392 | $166.6K | 0.07% | +1,392 | New |
| Addison Advisors LLC | 1,387 | $163.7K | 0.10% | −120−8.0% | Reduced |
| Mechanics Financial Corp | 1,360 | $160.0K | 0.10% | +610+81.3% | Added |
| State of Wyoming | 1,352 | $159.5K | 0.05% | −816−37.6% | Reduced |
| Sittner & Nelson, LLC | 1,336 | $157.7K | 0.10% | +8+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,331 | $157.1K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,320 | $155.8K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,319 | $155.6K | 0.03% | +22+1.7% | Added |
| Blume Capital Management, Inc. | 1,316 | $155.3K | 0.05% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,366 | $155.0K | 0.07% | +197+16.9% | Added |
| Carolinas Wealth Consulting LLC | 3,667 | $154.2K | 0.03% | +270+7.9% | Added |
| Oakworth Capital, Inc. | 1,303 | $153.8K | 0.01% | −107−7.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,295 | $153.7K | 0.04% | +738+132.5% | Added |
| S.A. Mason LLC | 1,300 | $153.4K | 0.12% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,300 | $153.4K | 0.12% | +100+8.3% | Added |
| Old North State Trust, LLC | 1,280 | $151.0K | 0.10% | +104+8.8% | Added |
| MV Capital Management, Inc. | 1,271 | $149.9K | 0.02% | +28+2.3% | Added |
| America First Investment Advisors, LLC | 1,249 | $147.0K | 0.04% | +249+24.9% | Added |
| Tucker Asset Management LLC | 1,250 | $145.5K | 0.05% | +217+21.0% | Added |
| BerganKDV Wealth Management, LLC | 1,220 | $144.0K | 0.02% | −336−21.6% | Reduced |
| Atlas Capital Advisors LLC | 1,211 | $142.9K | 0.02% | −130−9.7% | Reduced |
| Valley National Advisers Inc | 1,190 | $140.0K | 0.03% | +58+5.1% | Added |
| TFC Financial Management | 1,176 | $138.7K | 0.04% | +4+0.3% | Added |
| JNBA Financial Advisors | 1,165 | $137.5K | 0.02% | +220+23.3% | Added |
| TD Ameritrade Investment Management, LLC | 1,133 | $134.0K | 0.00% | −1,587−58.3% | Reduced |
| Centerpoint Advisors, LLC | 1,135 | $134.0K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,133 | $133.7K | 0.07% | +26+2.3% | Added |
| Concord Wealth Partners | 1,130 | $133.4K | 0.04% | +1,130 | New |
| Canada Pension Plan Investment Board | 1,105 | $130.4K | 0.00% | −101−8.4% | Reduced |
| Accel Wealth Management | 1,024 | $120.8K | 0.06% | +109+11.9% | Added |
| Zions Bancorporation, N.A. | 1,022 | $120.6K | 0.01% | −377−26.9% | Reduced |
| St Germain D J Co Inc | 4,667 | $119.4K | 0.04% | +470+11.2% | Added |
| Gleason Group, Inc. | 1,005 | $118.5K | 0.04% | +17+1.7% | Added |
| Webster Bank, N. A. | 1,001 | $118.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,000 | $118.0K | 0.67% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 1,000 | $118.0K | 0.08% | +1,000 | New |
| MayTech Global Investments, LLC | 1,000 | $118.0K | 0.04% | +1,000 | New |
| DecisionPoint Financial, LLC | 1,000 | $118.0K | 0.07% | +1,000 | New |
| SRS Capital Advisors, Inc. | 990 | $116.8K | 0.02% | −6−0.6% | Reduced |
| Highlander Capital Management, LLC | 969 | $114.0K | 0.06% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,000 | $113.0K | 0.09% | +1,000 | New |
| WFA of San Diego, LLC | 942 | $111.2K | 0.09% | +942 | New |
| General Partner, Inc. | 940 | $110.9K | 0.10% | +940 | New |
| JFS Wealth Advisors, LLC | 927 | $109.4K | 0.01% | +291+45.8% | Added |
| PFG Private Wealth Management, LLC | 927 | $109.0K | 0.07% | −26−2.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 917 | $108.2K | 0.05% | +917 | New |
| Spartan Planning & Wealth Management | 901 | $106.3K | 0.13% | −18−2.0% | Reduced |
| MB, Levis & Associates, LLC | 900 | $106.2K | 0.08% | +900 | New |
| Miller Wealth Advisors, LLC | 1,021 | $106.0K | 0.07% | +421+70.2% | Added |
| Align Wealth Management, LLC | 1,034 | $105.8K | 0.09% | +1,034 | New |
| GeoWealth Management, LLC | 875 | $104.0K | 0.01% | +620+243.1% | Added |
| WR Wealth Planners, LLC | 874 | $103.1K | 0.06% | +1+0.1% | Added |
| 3Chopt Investment Partners, LLC | 866 | $102.8K | 0.06% | +866 | New |
| DB Wealth Management Group, LLC | 871 | $102.8K | 0.07% | 00.0% | Unchanged |
| Lipe & Dalton | 864 | $102.0K | 0.06% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 858 | $101.2K | 0.09% | −250−22.6% | Reduced |
| Pacifica Partners Inc. | 845 | $100.2K | 0.07% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 847 | $99.9K | 0.04% | −133−13.6% | Reduced |
| Silvant Capital Management LLC | 842 | $99.9K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 846 | $99.9K | 0.04% | +846 | New |
| Carmichael Hill & Associates, Inc. | 829 | $97.8K | 0.05% | −82−9.0% | Reduced |
| QVR LLC | 812 | $95.8K | 0.14% | +812 | New |
| Glen Eagle Advisors, LLC | 805 | $95.0K | 0.03% | +32+4.1% | Added |
| Lagoda Investment Management, L.P. | 800 | $94.4K | 0.06% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 797 | $94.0K | 0.01% | +145+22.2% | Added |
| Atlantic Trust, LLC | 777 | $92.0K | 0.03% | +627+418.0% | Added |
| United Community Bank | 766 | $90.4K | 0.09% | −120−13.5% | Reduced |
| Compagnie Lombard Odier SCmA | 760 | $90.0K | 0.00% | −640−45.7% | Reduced |
| Archer Investment Corp | 758 | $89.4K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 750 | $89.0K | 0.01% | −400−34.8% | Reduced |
| Trust Co | 746 | $88.0K | 0.01% | −47−5.9% | Reduced |
| Capital Directions Investment Advisors, LLC | 720 | $85.0K | 0.03% | +720 | Added |