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
- −19 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
- 157
- 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 | 2,583 | $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, 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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 13,141 | $1.30M | 0.12% | −1,100−7.7% | Reduced |
| CFM Wealth Partners LLC | 13,131 | $1.30M | 0.36% | −114−0.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 13,111 | $1.30M | 0.72% | +3,099+31.0% | Added |
| Grove Bank & Trust | 13,095 | $1.30M | 0.27% | +167+1.3% | Added |
| Fox Run Management, L.L.C. | 13,085 | $1.30M | 0.42% | +13,085 | New |
| Coldstream Capital Management Inc | 13,080 | $1.30M | 0.04% | −219−1.6% | Reduced |
| Wills Financial Group, Inc. | 13,061 | $1.30M | 0.70% | +8,080+162.2% | Added |
| Retirement Group, LLC | 13,053 | $1.29M | 0.59% | −2,015−13.4% | Reduced |
| Sowell Financial Services LLC | 12,985 | $1.29M | 0.10% | −8,223−38.8% | Reduced |
| Financial Advisory Service, Inc. | 12,949 | $1.28M | 0.14% | +187+1.5% | Added |
| Wealth Alliance | 12,942 | $1.28M | 0.21% | −73−0.6% | Reduced |
| Accurate Wealth Management, LLC | 12,106 | $1.28M | 0.44% | +1,498+14.1% | Added |
| Lake Street Advisors Group, LLC | 12,806 | $1.27M | 0.08% | +951+8.0% | Added |
| Ruggaard & Associates LLC | 12,810 | $1.27M | 0.78% | +12,810 | New |
| Proficio Capital Partners LLC | 12,778 | $1.27M | 0.20% | +9,213+258.4% | Added |
| Ballentine Partners, LLC | 12,759 | $1.27M | 0.03% | +5,288+70.8% | Added |
| Home Federal Bank of Tennessee | 12,752 | $1.27M | 0.47% | −100−0.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,116 | $1.26M | 0.33% | +4,095+45.4% | Added |
| Harbor Investment Advisory, LLC | 12,723 | $1.26M | 0.19% | −29−0.2% | Reduced |
| Clarius Group, LLC | 12,701 | $1.26M | 0.11% | −141−1.1% | Reduced |
| Eudaimonia Partners, LLC | 12,657 | $1.26M | 0.30% | −12,578−49.8% | Reduced |
| Montecito Bank & Trust | 12,544 | $1.24M | 0.30% | −224−1.8% | Reduced |
| Pitcairn Co | 12,540 | $1.24M | 0.11% | +1,148+10.1% | Added |
| Outlook Wealth Advisors, LLC | 12,537 | $1.24M | 0.55% | +441+3.6% | Added |
| Ronald Blue Trust, Inc. | 10,532 | $1.24M | 0.02% | −786−6.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,449 | $1.24M | 0.14% | +875+7.6% | Added |
| Chase Investment Counsel Corp | 12,388 | $1.23M | 0.68% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 12,325 | $1.22M | 0.02% | −654−5.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,296 | $1.22M | 0.19% | −29−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 12,284 | $1.22M | 0.26% | −381−3.0% | Reduced |
| Guyasuta Investment Advisors Inc | 12,227 | $1.21M | 0.09% | +119+1.0% | Added |
| Stillwater Investment Management, LLC | 12,196 | $1.21M | 0.33% | +57+0.5% | Added |
| Genesee Capital Advisors, LLC | 12,187 | $1.21M | 0.86% | +31+0.3% | Added |
| Searle & Co. | 11,729 | $1.21M | 0.39% | −654−5.3% | Reduced |
| Foundations Investment Advisors, LLC | 12,078 | $1.20M | 0.04% | +926+8.3% | Added |
| Quantinno Capital Management LP | 12,006 | $1.19M | 0.08% | −438−3.5% | Reduced |
| Wolverine Trading, LLC | 11,973 | $1.19M | 0.04% | +11,973 | New |
| Phoenix Holdings Ltd. | 11,819 | $1.19M | 0.03% | −24,170−67.2% | Reduced |
| Caldwell Trust Co | 11,940 | $1.18M | 0.16% | −50.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,932 | $1.18M | 0.01% | −27,161−69.5% | Reduced |
| Payden & Rygel | 11,900 | $1.18M | 0.07% | −3,200−21.2% | Reduced |
| Palisade Asset Management, LLC | 11,904 | $1.18M | 0.14% | −317−2.6% | Reduced |
| Parcion Private Wealth LLC | 11,846 | $1.18M | 0.12% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,753 | $1.17M | 0.10% | −9,108−43.7% | Reduced |
| Aprio Wealth Management, LLC | 11,800 | $1.17M | 0.36% | +9,857+507.3% | Added |
| RMB Capital Management, LLC | 11,756 | $1.17M | 0.04% | −570−4.6% | Reduced |
| Hilltop Holdings Inc. | 11,725 | $1.16M | 0.16% | −1,521−11.5% | Reduced |
| LMR Partners LLP | 11,699 | $1.16M | 0.03% | −65,056−84.8% | Reduced |
| Ignite Planners, LLC | 10,951 | $1.16M | 0.48% | +611+5.9% | Added |
| Radnor Capital Management, LLC | 11,688 | $1.16M | 0.31% | +232+2.0% | Added |
| Godsey & Gibb Associates | 11,623 | $1.15M | 0.14% | −656−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,614 | $1.15M | 0.19% | +694+6.4% | Added |
| Laurel Wealth Advisors LLC | 11,545 | $1.15M | 0.24% | +99+0.9% | Added |
| Byrne Asset Management LLC | 11,508 | $1.14M | 0.82% | +231+2.0% | Added |
| Retirement Investment Advisors, Inc. | 11,495 | $1.14M | 0.20% | −520−4.3% | Reduced |
| FineMark National Bank & Trust | 11,480 | $1.14M | 0.05% | +401+3.6% | Added |
| Abbrea Capital, LLC | 11,383 | $1.14M | 0.19% | +485+4.5% | Added |
| Rosenberg Matthew Hamilton | 11,401 | $1.13M | 0.36% | −45−0.4% | Reduced |
| Point72 Asset Management, L.P. | 11,390 | $1.13M | 0.00% | +11,390 | New |
| Foster & Motley Inc | 11,369 | $1.13M | 0.09% | +2,939+34.9% | Added |
| Journey Advisory Group, LLC | 11,352 | $1.13M | 0.18% | −1,060−8.5% | Reduced |
| Bull Street Advisors, LLC | 11,330 | $1.12M | 0.58% | −50−0.4% | Reduced |
| Colony Group LLC | 11,261 | $1.12M | 0.02% | −5,320−32.1% | Reduced |
| AMG National Trust Bank | 11,247 | $1.12M | 0.04% | +2,417+27.4% | Added |
| Patten Group, Inc. | 11,229 | $1.11M | 0.33% | +176+1.6% | Added |
| Eley Financial Management, Inc | 11,226 | $1.11M | 0.58% | −518−4.4% | Reduced |
| SevenBridge Financial Group, LLC | 11,204 | $1.11M | 0.31% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 11,175 | $1.11M | 0.20% | 00.0% | Unchanged |
| Centric Wealth Management | 11,103 | $1.10M | 0.48% | +950+9.4% | Added |
| CFO4Life Group, LLC | 11,020 | $1.09M | 0.25% | −12−0.1% | Reduced |
| Keating Investment Counselors Inc | 10,936 | $1.08M | 0.41% | −350−3.1% | Reduced |
| Transcend Wealth Collective, LLC | 10,903 | $1.08M | 0.11% | −653−5.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,895 | $1.08M | 0.37% | −52−0.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,860 | $1.08M | 0.52% | −50−0.5% | Reduced |
| Palisade Capital Management LLC | 10,821 | $1.07M | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 10,813 | $1.07M | 0.22% | +2,360+27.9% | Added |
| Fiduciary Trust Co | 10,814 | $1.07M | 0.02% | −90−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,774 | $1.07M | 0.18% | +2,186+25.5% | Added |
| Courier Capital LLC | 10,749 | $1.07M | 0.12% | −200−1.8% | Reduced |
| Virtue Capital Management, LLC | 10,607 | $1.07M | 0.17% | −6,170−36.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,655 | $1.06M | 0.21% | +2,844+36.4% | Added |
| Gs Investments, Inc. | 10,590 | $1.05M | 0.61% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,585 | $1.05M | 0.06% | +926+9.6% | Added |
| Barden Capital Management, Inc. | 10,562 | $1.05M | 1.00% | +100+1.0% | Added |
| Marion Wealth Management | 10,548 | $1.05M | 0.39% | +893+9.2% | Added |
| Wedmont Private Capital | 9,814 | $1.04M | 0.14% | −786−7.4% | Reduced |
| Harbour Investment Management LLC | 10,413 | $1.04M | 0.58% | 00.0% | Unchanged |
| Adams Wealth Management | 10,463 | $1.04M | 0.34% | +3,559+51.5% | Added |
| Csenge Advisory Group | 10,455 | $1.04M | 0.07% | −122−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 10,427 | $1.03M | 0.10% | +993+10.5% | Added |
| Pinnacle West Asset Management, Inc. | 10,300 | $1.02M | 1.07% | +10,300 | New |
| Spirit of America Management Corp | 10,300 | $1.02M | 0.23% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 10,202 | $1.01M | 0.52% | +10,202 | New |
| Thomasville National Bank | 10,171 | $1.01M | 0.10% | −42−0.4% | Reduced |
| KCM Investment Advisors LLC | 10,147 | $1.01M | 0.04% | +459+4.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,108 | $1.00M | 0.04% | +370+3.8% | Added |
| Private Wealth Partners, LLC | 10,091 | $1.00M | 0.10% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,042 | $996.3K | 0.23% | −2,106−17.3% | Reduced |
| Platform Technology Partners | 10,014 | $993.5K | 0.49% | +64+0.6% | Added |
| Odey Asset Management Group Ltd | 10,000 | $992.1K | 0.26% | −5,000−33.3% | Reduced |