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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 2,619 | $259.8K | 0.09% | 00.0% | Unchanged |
| WP Advisors, LLC | 2,620 | $259.9K | 0.11% | +12+0.5% | Added |
| City State Bank | 2,627 | $261.0K | 0.15% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,634 | $261.3K | 0.12% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2,636 | $261.5K | 0.04% | +433+19.7% | Added |
| Spinnaker Trust | 2,639 | $261.8K | 0.02% | −491−15.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,640 | $261.9K | 0.01% | +577+28.0% | Added |
| Horst & Graben Wealth Management LLC | 2,643 | $262.0K | 0.06% | +13+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 2,671 | $265.0K | 0.00% | −183−6.4% | Reduced |
| Roanoke Asset Management Corp | 2,676 | $265.0K | 0.11% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 2,674 | $265.2K | 0.11% | −491−15.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,676 | $265.5K | 0.08% | +679+34.0% | Added |
| Meridian Wealth Management, LLC | 2,677 | $265.6K | 0.02% | −42−1.5% | Reduced |
| SageView Advisory Group, LLC | 2,682 | $266.1K | 0.02% | +256+10.6% | Added |
| Focus Financial Network, Inc. | 2,664 | $266.1K | 0.02% | +181+7.3% | Added |
| Clearview Wealth Advisors LLC | 2,686 | $266.5K | 0.27% | −71−2.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,706 | $268.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,703 | $268.1K | 0.03% | −31−1.1% | Reduced |
| LVW Advisors, LLC | 2,703 | $268.2K | 0.05% | −742−21.5% | Reduced |
| Peddock Capital Advisors, LLC | 2,703 | $268.2K | 0.09% | +10.0% | Added |
| Fulcrum Capital LLC | 2,705 | $268.4K | 0.07% | +2,705 | New |
| Eagle Ridge Investment Management | 2,706 | $268.5K | 0.03% | −50−1.8% | Reduced |
| First Heartland Consultants, Inc. | 2,706 | $268.5K | 0.04% | −421−13.5% | Reduced |
| Meridian Wealth Advisors, LLC | 2,711 | $269.0K | 0.07% | −2,811−50.9% | Reduced |
| Smart Money Group LLC | 2,615 | $269.0K | 0.14% | +12+0.5% | Added |
| Liberty Capital Management, Inc. | 2,712 | $269.1K | 0.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,715 | $269.4K | 0.08% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,718 | $269.7K | 0.01% | +2,718 | New |
| Cipher Capital LP | 2,719 | $269.8K | 0.05% | +2,719 | New |
| My Legacy Advisors, LLC | 2,556 | $270.8K | 0.12% | −133−4.9% | Reduced |
| Grace & White Inc | 2,730 | $270.8K | 0.05% | 00.0% | Unchanged |
| W Advisors, LLC | 2,734 | $271.2K | 0.22% | −80−2.8% | Reduced |
| Denver Wealth Management, Inc. | 2,744 | $272.2K | 0.19% | +114+4.3% | Added |
| Insight Wealth Partners, LLC | 2,746 | $272.4K | 0.25% | +22+0.8% | Added |
| Commons Capital, LLC | 2,747 | $272.5K | 0.44% | +25+0.9% | Added |
| Wealth Advisory Solutions, LLC | 2,750 | $272.8K | 0.07% | +870+46.3% | Added |
| Waterloo Capital, L.P. | 2,752 | $273.0K | 0.08% | +2,752 | New |
| Hurlow Wealth Management Group, Inc. | 2,754 | $273.2K | 0.13% | −8−0.3% | Reduced |
| Mayfair Advisory Group, LLC | 2,522 | $273.7K | 0.30% | +51+2.1% | Added |
| Members Capital Advisors Inc | 2,761 | $273.9K | 0.20% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,762 | $274.0K | 0.02% | −1,072−28.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,764 | $274.2K | 0.13% | −51−1.8% | Reduced |
| WMS Partners, LLC | 2,774 | $275.2K | 0.02% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,776 | $275.4K | 0.08% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 2,776 | $275.4K | 0.13% | 00.0% | Unchanged |
| Summit X, LLC | 2,759 | $276.0K | 0.07% | +2,759 | New |
| OneAscent Financial Services LLC | 2,781 | $276.0K | 0.11% | −1,225−30.6% | Reduced |
| CWA Asset Management Group, LLC | 2,785 | $276.3K | 0.02% | −50−1.8% | Reduced |
| Laffer Tengler Investments | 2,787 | $276.5K | 0.07% | −1,628−36.9% | Reduced |
| First Western Trust Bank | 2,790 | $276.8K | 0.01% | −33−1.2% | Reduced |
| AFS Financial Group, LLC | 2,795 | $277.3K | 0.19% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 2,801 | $277.9K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,805 | $278.3K | 0.18% | −888−24.0% | Reduced |
| RBA Wealth Management, LLC | 2,807 | $278.5K | 0.14% | 00.0% | Unchanged |
| Berkshire Bank | 2,808 | $278.6K | 0.08% | −395−12.3% | Reduced |
| Delta Investment Management, LLC | 2,811 | $278.9K | 0.08% | 00.0% | Unchanged |
| Meritage Portfolio Management | 2,818 | $280.0K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,832 | $281.0K | 0.09% | −43−1.5% | Reduced |
| Southland Equity Partners LLC | 2,854 | $283.1K | 0.11% | +5+0.2% | Added |
| Trinity Legacy Partners, LLC | 2,856 | $283.3K | 0.11% | +2,856 | New |
| Bangor Savings Bank | 2,860 | $283.7K | 0.03% | −1,021−26.3% | Reduced |
| Vantage Financial Partners, LLC | 2,863 | $284.0K | 0.11% | +199+7.5% | Added |
| Indiana Trust & Investment Management CO | 2,865 | $284.2K | 0.15% | −13−0.5% | Reduced |
| Founders Financial Alliance, LLC | 2,819 | $284.9K | 0.14% | −1,767−38.5% | Reduced |
| Patton Fund Management, Inc. | 2,873 | $285.0K | 0.08% | −17,781−86.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,846 | $286.0K | 0.13% | −300−9.5% | Reduced |
| Peoples Bank | 2,885 | $286.2K | 0.18% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 2,898 | $287.5K | 0.13% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,902 | $287.9K | 0.01% | +7+0.2% | Added |
| Millennium Capital Advisors, LLC | 2,903 | $288.0K | 0.26% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,887 | $288.2K | 0.11% | +13+0.5% | Added |
| Boston Common Asset Management, LLC | 2,911 | $289.0K | 0.01% | −4,520−60.8% | Reduced |
| Waters Parkerson & Co., LLC | 2,916 | $289.0K | 0.02% | +125+4.5% | Added |
| Avion Wealth | 2,455 | $289.0K | 0.08% | +371+17.8% | Added |
| Atom Investors LP | 2,936 | $291.3K | 0.16% | +2,936 | New |
| Wealth Dimensions Group, Ltd. | 2,943 | $292.0K | 0.11% | +105+3.7% | Added |
| TruWealth Advisors, LLC | 2,960 | $293.7K | 0.03% | +69+2.4% | Added |
| Catalyst Financial Partners LLC | 2,961 | $293.8K | 0.13% | +53+1.8% | Added |
| TNF LLC | 2,861 | $294.3K | 0.13% | +15+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 2,970 | $294.6K | 0.04% | +65+2.2% | Added |
| Fortis Advisors, LLC | 2,975 | $295.1K | 0.19% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,820 | $296.8K | 0.08% | +3+0.1% | Added |
| Relative Value Partners Group, LLC | 3,000 | $297.6K | 0.02% | −39−1.3% | Reduced |
| Greenwood Gearhart Inc | 3,006 | $298.2K | 0.04% | −14−0.5% | Reduced |
| Cito Capital Group, LLC | 3,000 | $299.0K | 0.15% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,024 | $300.0K | 0.03% | +1,056+53.7% | Added |
| Wellington Shields Capital Management, LLC | 3,040 | $301.6K | 0.04% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,048 | $302.4K | 0.05% | +16+0.5% | Added |
| Pallas Capital Advisors LLC | 2,919 | $302.6K | 0.03% | −13−0.4% | Reduced |
| Merrion Investment Management Co, LLC | 3,055 | $303.1K | 0.29% | +500+19.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 3,059 | $303.5K | 0.18% | +24+0.8% | Added |
| Wharton Business Group, LLC | 3,065 | $304.0K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,067 | $304.3K | 0.01% | −510−14.3% | Reduced |
| Alpha Omega Wealth Management LLC | 3,092 | $306.8K | 0.05% | −114−3.6% | Reduced |
| Scarborough Advisors, LLC | 3,097 | $307.2K | 0.08% | +7+0.2% | Added |
| Alta Capital Management LLC | 3,100 | $307.6K | 0.02% | −265−7.9% | Reduced |
| Cabot Wealth Management Inc | 3,104 | $308.0K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,113 | $308.9K | 0.01% | +181+6.2% | Added |
| Hazlett, Burt & Watson, Inc. | 3,122 | $309.0K | 0.25% | +28+0.9% | Added |
| Symphony Financial, Ltd. Co. | 3,113 | $309.0K | 0.08% | +125+4.2% | Added |