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 |
|---|---|---|---|---|---|
| New Jersey Better Educational Savings Trust | 4,300 | $426.6K | 1.15% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,282 | $427.4K | 0.08% | +123+3.0% | Added |
| Warren Averett Asset Management, LLC | 4,310 | $427.6K | 0.02% | −466−9.8% | Reduced |
| Defined Wealth Management, LLC | 4,310 | $427.6K | 0.40% | 00.0% | Unchanged |
| Renasant Bank | 4,312 | $427.8K | 0.33% | −355−7.6% | Reduced |
| Stokes Family Office, LLC | 4,321 | $428.7K | 0.05% | −123−2.8% | Reduced |
| Lindbrook Capital, LLC | 4,327 | $429.3K | 0.05% | −1,423−24.7% | Reduced |
| RFG Advisory, LLC | 4,329 | $429.5K | 0.02% | +169+4.1% | Added |
| Trillium Asset Management, LLC | 4,198 | $432.0K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,356 | $432.2K | 0.20% | −250−5.4% | Reduced |
| Chicago Trust Co NA | 4,365 | $433.1K | 0.11% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,374 | $433.9K | 0.12% | −37−0.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,374 | $434.0K | 0.15% | −1,314−23.1% | Reduced |
| Choate Investment Advisors | 4,387 | $435.2K | 0.02% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 4,419 | $438.4K | 0.20% | +89+2.1% | Added |
| Coastal Investment Advisors, Inc. | 4,426 | $439.1K | 0.11% | −190−4.1% | Reduced |
| Monterey Private Wealth, Inc. | 4,427 | $439.2K | 0.23% | +78+1.8% | Added |
| Aaron Wealth Advisors | 4,429 | $439.4K | 0.06% | −644−12.7% | Reduced |
| Parsec Financial Management, Inc. | 4,435 | $440.0K | 0.02% | −970−17.9% | Reduced |
| XML Financial, LLC | 4,453 | $441.8K | 0.05% | −251−5.3% | Reduced |
| Charter Trust Co | 4,460 | $442.5K | 0.04% | −128−2.8% | Reduced |
| MQS Management LLC | 4,480 | $444.5K | 0.29% | +111+2.5% | Added |
| Smithfield Trust Co | 4,467 | $445.0K | 0.03% | −550−11.0% | Reduced |
| Baxter Bros Inc | 4,492 | $445.7K | 0.07% | −300−6.3% | Reduced |
| Private Portfolio Partners LLC | 4,494 | $445.9K | 0.12% | +140+3.2% | Added |
| Valmark Advisers, Inc. | 4,498 | $446.2K | 0.01% | +182+4.2% | Added |
| Peoples Financial Services Corp. | 4,503 | $446.7K | 0.21% | −15−0.3% | Reduced |
| Jacobs & Co | 4,524 | $448.0K | 0.06% | +3+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 4,521 | $448.5K | 0.04% | 00.0% | Unchanged |
| Advocate Group LLC | 4,527 | $449.1K | 0.10% | −282−5.9% | Reduced |
| Laurion Capital Management LP | 4,529 | $449.3K | 0.02% | +4,529 | New |
| Northeast Investment Management | 4,535 | $449.9K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,545 | $450.9K | 0.02% | −201−4.2% | Reduced |
| Signet Financial Management, LLC | 4,553 | $451.7K | 0.08% | +377+9.0% | Added |
| Adviser Investments LLC | 4,581 | $454.5K | 0.01% | +4,581 | New |
| Summit Financial, LLC | 4,561 | $455.2K | 0.04% | +170+3.9% | Added |
| Abacus Wealth Partners, LLC | 4,536 | $455.3K | 0.15% | 00.0% | Unchanged |
| Summit Financial Group Inc | 4,602 | $456.6K | 0.18% | +18+0.4% | Added |
| McRae Capital Management Inc | 4,604 | $456.8K | 0.13% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,605 | $456.9K | 0.02% | −654−12.4% | Reduced |
| Systematic Alpha Investments, LLC | 4,610 | $457.4K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 4,645 | $460.8K | 0.07% | −157−3.3% | Reduced |
| CRA Financial Services, LLC | 4,652 | $461.5K | 0.14% | +246+5.6% | Added |
| Legacy Bridge, LLC | 4,667 | $463.0K | 0.32% | +50+1.1% | Added |
| Montag A & Associates Inc | 4,646 | $463.7K | 0.03% | −202−4.2% | Reduced |
| Krilogy Financial LLC | 4,676 | $463.9K | 0.04% | +1,972+72.9% | Added |
| Chicago Partners Investment Group LLC | 4,486 | $465.0K | 0.03% | +700+18.5% | Added |
| Paradigm Financial Partners, LLC | 4,696 | $465.9K | 0.13% | −2,334−33.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,700 | $466.3K | 0.06% | +875+22.9% | Added |
| Marietta Investment Partners LLC | 4,720 | $468.3K | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,727 | $469.0K | 0.06% | +45+1.0% | Added |
| Retirement Guys Formula LLC | 4,766 | $472.8K | 0.34% | +496+11.6% | Added |
| Westover Capital Advisors, LLC | 4,766 | $472.9K | 0.18% | 00.0% | Unchanged |
| McDaniel Terry & Co | 4,776 | $474.0K | 0.05% | +73+1.6% | Added |
| PFG Advisors | 4,782 | $474.4K | 0.04% | +1,143+31.4% | Added |
| Bahl & Gaynor Inc | 4,809 | $477.1K | 0.00% | −129−2.6% | Reduced |
| Financial Advocates Investment Management | 4,833 | $479.5K | 0.04% | +14+0.3% | Added |
| Exos TFP Holdings LLC | 4,845 | $480.7K | 0.12% | +2,362+95.1% | Added |
| Family Firm, Inc. | 4,847 | $480.9K | 0.13% | +19+0.4% | Added |
| Marcum Wealth, LLC | 4,852 | $481.4K | 0.06% | −240−4.7% | Reduced |
| Tectonic Advisors LLC | 4,854 | $481.6K | 0.07% | +2,603+115.6% | Added |
| Birmingham Capital Management Co Inc | 4,858 | $482.0K | 0.19% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 4,862 | $482.4K | 0.07% | +983+25.3% | Added |
| Moloney Securities Asset Management, LLC | 4,872 | $483.3K | 0.09% | −6,119−55.7% | Reduced |
| Modera Wealth Management, LLC | 4,874 | $483.5K | 0.02% | −19−0.4% | Reduced |
| Aspen Investment Management Inc | 4,880 | $484.0K | 0.31% | +3+0.1% | Added |
| Concentric Wealth Management, LLC | 4,910 | $487.1K | 0.16% | −65−1.3% | Reduced |
| Goodman Financial Corp | 4,913 | $487.4K | 0.14% | −547−10.0% | Reduced |
| Headlands Technologies LLC | 4,919 | $488.0K | 0.32% | +4,919 | New |
| Sargent Investment Group, LLC | 4,505 | $488.4K | 0.13% | +560+14.2% | Added |
| Geneos Wealth Management Inc. | 4,927 | $488.8K | 0.03% | −1,251−20.2% | Reduced |
| ICA Group Wealth Management, LLC | 4,968 | $492.8K | 0.12% | −422−7.8% | Reduced |
| Austin Private Wealth, LLC | 4,978 | $493.9K | 0.08% | +590+13.4% | Added |
| Washington Capital Management Inc | 5,000 | $496.1K | 0.44% | −500−9.1% | Reduced |
| LS Investment Advisors, LLC | 5,005 | $496.5K | 0.09% | 00.0% | Unchanged |
| Nwam LLC | 5,008 | $496.9K | 0.05% | −313−5.9% | Reduced |
| Bristlecone Advisors, LLC | 5,009 | $497.0K | 0.05% | +6+0.1% | Added |
| TLWM | 5,026 | $498.6K | 0.16% | −46−0.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 5,100 | $506.0K | 0.03% | −210,010−97.6% | Reduced |
| Delta Financial Group, Inc. | 5,114 | $507.0K | 0.20% | +15+0.3% | Added |
| Fort Sheridan Advisors LLC | 5,126 | $508.6K | 0.13% | +3,281+177.8% | Added |
| IFP Advisors, Inc | 10,465 | $508.8K | 0.02% | −29,857−74.0% | Reduced |
| Heritage Wealth Management, Inc./Texas | 5,135 | $509.5K | 0.49% | −102−1.9% | Reduced |
| Wrapmanager Inc | 5,141 | $510.0K | 0.16% | +382+8.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,163 | $512.2K | 0.07% | −116−2.2% | Reduced |
| Financial Management Professionals, Inc. | 5,175 | $513.0K | 0.10% | +1,317+34.1% | Added |
| Mount Yale Investment Advisors, LLC | 5,175 | $513.4K | 0.06% | −4,608−47.1% | Reduced |
| WBH Advisory Inc | 5,178 | $513.8K | 0.06% | +5,178 | New |
| HF Advisory Group, LLC | 5,179 | $513.8K | 0.46% | +607+13.3% | Added |
| Fulcrum Equity Management | 5,184 | $514.3K | 0.48% | +770+17.4% | Added |
| BFT Financial Group, LLC | 5,190 | $515.6K | 0.08% | +5,190 | New |
| Kovack Advisors, Inc. | 5,199 | $515.7K | 0.07% | +247+5.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 5,200 | $515.9K | 0.36% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 5,200 | $515.9K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 5,206 | $516.5K | 0.07% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,226 | $518.5K | 0.19% | +261+5.3% | Added |
| Confluence Investment Management LLC | 5,227 | $518.6K | 0.01% | +113+2.2% | Added |
| Agate Pass Investment Management, LLC | 5,258 | $521.6K | 0.34% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 5,258 | $521.7K | 0.36% | −2,822−34.9% | Reduced |
| Cladis Investment Advisory, LLC | 5,261 | $522.0K | 0.47% | +286+5.7% | Added |