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, Q1 2023
Institutional positions in ConocoPhillips as of Mar 31, 2023. 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
- 2,096
- −20 vs. Q4 2022
- Shares held
- 975.1M
- −12.9M (−1.3%) vs. Q4 2022
- Total value
- $96.6B
- −$20.0B (−17.2%) vs. Q4 2022
- New holders
- 138
- 782 more added
- Sold out
- 158
- 861 more reduced
52 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 2,170 | $215.4K | 0.27% | −469−17.8% | Reduced |
| NatWest Group plc | 2,175 | $215.8K | 0.12% | −99−4.4% | Reduced |
| Baystate Wealth Management LLC | 2,176 | $216.0K | 0.02% | +88+4.2% | Added |
| Briaud Financial Planning, Inc | 2,183 | $216.0K | 0.20% | +134+6.5% | Added |
| Chapin Davis, Inc. | 2,180 | $216.3K | 0.11% | −18,493−89.5% | Reduced |
| ProVise Management Group, LLC | 2,182 | $216.5K | 0.02% | −420−16.1% | Reduced |
| Bath Savings Trust Co | 2,182 | $216.5K | 0.03% | +13+0.6% | Added |
| Twin Focus Capital Partners, LLC | 2,184 | $216.7K | 0.04% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 2,190 | $217.3K | 0.15% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,197 | $218.0K | 0.03% | +160+7.9% | Added |
| Magnolia Capital Advisors LLC | 2,206 | $218.9K | 0.11% | +398+22.0% | Added |
| Charter Research & Investment Group, Inc. | 2,208 | $219.1K | 0.19% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,213 | $219.5K | 0.12% | −461−17.2% | Reduced |
| Blueprint Investment Partners LLC | 2,217 | $219.9K | 0.05% | −6,263−73.9% | Reduced |
| Red Door Wealth Management, LLC | 2,227 | $220.9K | 0.07% | +347+18.5% | Added |
| Wayfinding Financial, LLC | 2,222 | $221.0K | 0.17% | +2,222 | New |
| Long Run Wealth Advisors, LLC | 2,229 | $221.1K | 0.08% | +2,229 | New |
| First Commonwealth Financial Corp | 2,230 | $221.2K | 0.08% | −150−6.3% | Reduced |
| AXS Investments LLC | 2,234 | $221.6K | 0.07% | −757−25.3% | Reduced |
| Formidable Asset Management, LLC | 2,046 | $222.0K | 0.05% | −20−1.0% | Reduced |
| Pure Financial Advisors, Inc. | 2,251 | $223.3K | 0.01% | +155+7.4% | Added |
| BigSur Wealth Management LLC | 2,240 | $223.6K | 0.10% | 00.0% | Unchanged |
| Hudock, Inc. | 2,259 | $224.1K | 0.06% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,265 | $224.7K | 0.06% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,273 | $225.5K | 0.02% | −253−10.0% | Reduced |
| Gratus Capital LLC | 2,274 | $225.6K | 0.02% | +166+7.9% | Added |
| Aspen Grove Capital, LLC | 2,261 | $225.6K | 0.10% | −1,445−39.0% | Reduced |
| Waterfront Wealth Inc. | 2,276 | $225.8K | 0.07% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,280 | $226.0K | 0.02% | −133−5.5% | Reduced |
| Ellenbecker Investment Group | 2,278 | $226.0K | 0.06% | +94+4.3% | Added |
| Peachtree Investment Partners, LLC | 2,278 | $226.0K | 0.14% | −209−8.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,282 | $226.4K | 0.06% | +410+21.9% | Added |
| Court Place Advisors, LLC | 2,286 | $226.8K | 0.08% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,286 | $226.8K | 0.12% | −94−3.9% | Reduced |
| Desjardins Global Asset Management Inc. | 2,289 | $227.0K | 0.03% | +2,289 | New |
| Smith Anglin Financial, LLC | 2,297 | $227.9K | 0.03% | +11+0.5% | Added |
| Ahl Investment Management, Inc. | 2,302 | $228.4K | 0.21% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,302 | $228.4K | 0.13% | +15+0.7% | Added |
| Hunter Associates Investment Management LLC | 2,301 | $229.0K | 0.05% | −597−20.6% | Reduced |
| Meixler Investment Management, Ltd. | 2,317 | $229.9K | 0.22% | −75−3.1% | Reduced |
| Integris Wealth Management, LLC | 2,317 | $229.9K | 0.08% | −14−0.6% | Reduced |
| LCNB Corp | 2,318 | $230.0K | 0.10% | −69−2.9% | Reduced |
| Bridgecreek Investment Management, LLC | 2,325 | $230.7K | 0.05% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 2,339 | $232.1K | 0.06% | +2,339 | New |
| Armstrong Advisory Group, Inc | 2,339 | $232.1K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,343 | $232.4K | 0.06% | −14−0.6% | Reduced |
| Keel Point, LLC | 2,359 | $234.0K | 0.03% | +60+2.6% | Added |
| Physicians Financial Services, Inc. | 2,363 | $234.0K | 0.10% | −25−1.0% | Reduced |
| Silverlake Wealth Management LLC | 2,365 | $234.6K | 0.14% | −25−1.0% | Reduced |
| WR Wealth Planners, LLC | 2,371 | $235.3K | 0.10% | +1,497+171.3% | Added |
| Adamsbrown Wealth Consultants LLC | 2,378 | $235.9K | 0.14% | +265+12.5% | Added |
| Ropes Wealth Advisors LLC | 2,380 | $236.1K | 0.04% | −271−10.2% | Reduced |
| Clear Street Markets LLC | 2,400 | $238.0K | 0.07% | −5,559−69.8% | Reduced |
| Advisor OS, LLC | 2,400 | $238.1K | 0.06% | +2,400 | New |
| Mill Creek Capital Advisors, LLC | 2,400 | $238.1K | 0.01% | −10.0% | Reduced |
| MTM Investment Management, LLC | 2,400 | $238.1K | 0.12% | 00.0% | Unchanged |
| Touchstone Capital, Inc. | 2,400 | $238.1K | 0.26% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 2,413 | $239.4K | 0.30% | +10.0% | Added |
| Pacific Global Investment Management CO | 2,414 | $239.5K | 0.05% | −30−1.2% | Reduced |
| Balboa Wealth Partners | 2,429 | $241.0K | 0.09% | −950−28.1% | Reduced |
| Truadvice, LLC | 2,345 | $241.3K | 0.10% | +2,345 | New |
| NovaPoint Capital, LLC | 2,444 | $242.5K | 0.10% | +2+0.1% | Added |
| Angeles Investment Advisors, LLC | 2,444 | $242.5K | 0.02% | +2,444 | New |
| Grandview Asset Management LLC | 2,453 | $243.0K | 0.14% | +21+0.9% | Added |
| Monetary Management Group Inc | 2,452 | $243.3K | 0.07% | +100+4.3% | Added |
| Laidlaw Wealth Management LLC | 2,463 | $244.3K | 0.05% | +392+18.9% | Added |
| Schubert & Co | 2,469 | $244.9K | 0.22% | −37−1.5% | Reduced |
| First National Bank Sioux Falls | 2,470 | $245.0K | 0.17% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 2,477 | $245.8K | 0.11% | +8+0.3% | Added |
| Bond & Devick Financial Network, Inc. | 2,479 | $245.9K | 0.16% | −600−19.5% | Reduced |
| Intrinsic Value Partners, LLC | 2,481 | $246.1K | 0.33% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,481 | $246.2K | 0.06% | +112+4.7% | Added |
| Kearns & Associates LLC | 2,482 | $246.2K | 0.25% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,490 | $247.0K | 0.03% | −15−0.6% | Reduced |
| Kolinsky Wealth Management, LLC | 2,495 | $248.0K | 0.26% | −182−6.8% | Reduced |
| U S Global Investors Inc | 2,500 | $248.0K | 0.02% | −2,500−50.0% | Reduced |
| Hedges Asset Management LLC | 2,500 | $248.0K | 0.21% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,500 | $248.0K | 0.17% | +2,500 | New |
| Monarch Capital Management Inc | 2,488 | $248.3K | 0.08% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 2,512 | $249.2K | 0.01% | −742−22.8% | Reduced |
| AIMZ Investment Advisors, LLC | 2,513 | $249.3K | 0.11% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,517 | $249.7K | 0.06% | +21+0.8% | Added |
| Capital Wealth Planning, LLC | 2,521 | $250.2K | 0.00% | −10−0.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,524 | $250.4K | 0.16% | 00.0% | Unchanged |
| IMS Capital Management | 2,526 | $250.6K | 0.15% | −2,200−46.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,527 | $250.7K | 0.03% | −377−13.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,512 | $250.8K | 0.08% | +150+6.4% | Added |
| Sloy Dahl & Holst, LLC | 2,544 | $252.4K | 0.06% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,569 | $254.9K | 0.05% | −201−7.3% | Reduced |
| Hartford Funds Management Co LLC | 2,569 | $254.9K | 0.03% | +666+35.0% | Added |
| Notis-McConarty Edward | 2,575 | $255.5K | 0.10% | −74−2.8% | Reduced |
| Koss-Olinger Consulting, LLC | 2,584 | $256.0K | 0.03% | −636−19.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,582 | $256.0K | 0.00% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 2,565 | $256.0K | 0.08% | −800−23.8% | Reduced |
| Solidarilty Wealth, LLC | 2,574 | $256.9K | 0.12% | +2,574 | New |
| Peak Planning Group, LLC | 2,593 | $257.3K | 0.21% | −52−2.0% | Reduced |
| EP Wealth Advisors, LLC | 4,655 | $257.6K | 0.01% | −32,139−87.3% | Reduced |
| V-Square Quantitative Management LLC | 2,607 | $258.6K | 0.24% | +2,607 | New |
| Greenwich Wealth Management LLC | 2,616 | $259.0K | 0.03% | −166−6.0% | Reduced |
| Acrisure Capital Management, LLC | 2,613 | $259.2K | 0.26% | +2,613 | New |