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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 5,200 | $515.9K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,199 | $515.7K | 0.07% | +247+5.0% | Added |
| BFT Financial Group, LLC | 5,190 | $515.6K | 0.08% | +5,190 | New |
| Fulcrum Equity Management | 5,184 | $514.3K | 0.48% | +770+17.4% | Added |
| HF Advisory Group, LLC | 5,179 | $513.8K | 0.46% | +607+13.3% | Added |
| WBH Advisory Inc | 5,178 | $513.8K | 0.06% | +5,178 | New |
| Mount Yale Investment Advisors, LLC | 5,175 | $513.4K | 0.06% | −4,608−47.1% | Reduced |
| Financial Management Professionals, Inc. | 5,175 | $513.0K | 0.10% | +1,317+34.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,163 | $512.2K | 0.07% | −116−2.2% | Reduced |
| Wrapmanager Inc | 5,141 | $510.0K | 0.16% | +382+8.0% | Added |
| Heritage Wealth Management, Inc./Texas | 5,135 | $509.5K | 0.49% | −102−1.9% | Reduced |
| IFP Advisors, Inc | 10,465 | $508.8K | 0.02% | −29,857−74.0% | Reduced |
| Fort Sheridan Advisors LLC | 5,126 | $508.6K | 0.13% | +3,281+177.8% | Added |
| Delta Financial Group, Inc. | 5,114 | $507.0K | 0.20% | +15+0.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 5,100 | $506.0K | 0.03% | −210,010−97.6% | Reduced |
| TLWM | 5,026 | $498.6K | 0.16% | −46−0.9% | Reduced |
| Bristlecone Advisors, LLC | 5,009 | $497.0K | 0.05% | +6+0.1% | Added |
| Nwam LLC | 5,008 | $496.9K | 0.05% | −313−5.9% | Reduced |
| LS Investment Advisors, LLC | 5,005 | $496.5K | 0.09% | 00.0% | Unchanged |
| Washington Capital Management Inc | 5,000 | $496.1K | 0.44% | −500−9.1% | Reduced |
| Austin Private Wealth, LLC | 4,978 | $493.9K | 0.08% | +590+13.4% | Added |
| ICA Group Wealth Management, LLC | 4,968 | $492.8K | 0.12% | −422−7.8% | Reduced |
| Geneos Wealth Management Inc. | 4,927 | $488.8K | 0.03% | −1,251−20.2% | Reduced |
| Sargent Investment Group, LLC | 4,505 | $488.4K | 0.13% | +560+14.2% | Added |
| Headlands Technologies LLC | 4,919 | $488.0K | 0.32% | +4,919 | New |
| Goodman Financial Corp | 4,913 | $487.4K | 0.14% | −547−10.0% | Reduced |
| Concentric Wealth Management, LLC | 4,910 | $487.1K | 0.16% | −65−1.3% | Reduced |
| Aspen Investment Management Inc | 4,880 | $484.0K | 0.31% | +3+0.1% | Added |
| Modera Wealth Management, LLC | 4,874 | $483.5K | 0.02% | −19−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 4,872 | $483.3K | 0.09% | −6,119−55.7% | Reduced |
| Circle Wealth Management, LLC | 4,862 | $482.4K | 0.07% | +983+25.3% | Added |
| Birmingham Capital Management Co Inc | 4,858 | $482.0K | 0.19% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,854 | $481.6K | 0.07% | +2,603+115.6% | Added |
| Marcum Wealth, LLC | 4,852 | $481.4K | 0.06% | −240−4.7% | Reduced |
| Family Firm, Inc. | 4,847 | $480.9K | 0.13% | +19+0.4% | Added |
| Exos TFP Holdings LLC | 4,845 | $480.7K | 0.12% | +2,362+95.1% | Added |
| Financial Advocates Investment Management | 4,833 | $479.5K | 0.04% | +14+0.3% | Added |
| Bahl & Gaynor Inc | 4,809 | $477.1K | 0.00% | −129−2.6% | Reduced |
| PFG Advisors | 4,782 | $474.4K | 0.04% | +1,143+31.4% | Added |
| McDaniel Terry & Co | 4,776 | $474.0K | 0.05% | +73+1.6% | Added |
| Westover Capital Advisors, LLC | 4,766 | $472.9K | 0.18% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 4,766 | $472.8K | 0.34% | +496+11.6% | Added |
| Mayflower Financial Advisors, LLC | 4,727 | $469.0K | 0.06% | +45+1.0% | Added |
| Marietta Investment Partners LLC | 4,720 | $468.3K | 0.13% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,700 | $466.3K | 0.06% | +875+22.9% | Added |
| Paradigm Financial Partners, LLC | 4,696 | $465.9K | 0.13% | −2,334−33.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,486 | $465.0K | 0.03% | +700+18.5% | Added |
| Krilogy Financial LLC | 4,676 | $463.9K | 0.04% | +1,972+72.9% | Added |
| Montag A & Associates Inc | 4,646 | $463.7K | 0.03% | −202−4.2% | Reduced |
| Legacy Bridge, LLC | 4,667 | $463.0K | 0.32% | +50+1.1% | Added |
| CRA Financial Services, LLC | 4,652 | $461.5K | 0.14% | +246+5.6% | Added |
| Coastline Trust Co | 4,645 | $460.8K | 0.07% | −157−3.3% | Reduced |
| Systematic Alpha Investments, LLC | 4,610 | $457.4K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,605 | $456.9K | 0.02% | −654−12.4% | Reduced |
| McRae Capital Management Inc | 4,604 | $456.8K | 0.13% | 00.0% | Unchanged |
| Summit Financial Group Inc | 4,602 | $456.6K | 0.18% | +18+0.4% | Added |
| Abacus Wealth Partners, LLC | 4,536 | $455.3K | 0.15% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,561 | $455.2K | 0.04% | +170+3.9% | Added |
| Adviser Investments LLC | 4,581 | $454.5K | 0.01% | +4,581 | New |
| Signet Financial Management, LLC | 4,553 | $451.7K | 0.08% | +377+9.0% | Added |
| Aspiriant, LLC | 4,545 | $450.9K | 0.02% | −201−4.2% | Reduced |
| Northeast Investment Management | 4,535 | $449.9K | 0.03% | 00.0% | Unchanged |
| Laurion Capital Management LP | 4,529 | $449.3K | 0.02% | +4,529 | New |
| Advocate Group LLC | 4,527 | $449.1K | 0.10% | −282−5.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,521 | $448.5K | 0.04% | 00.0% | Unchanged |
| Jacobs & Co | 4,524 | $448.0K | 0.06% | +3+0.1% | Added |
| Peoples Financial Services Corp. | 4,503 | $446.7K | 0.21% | −15−0.3% | Reduced |
| Valmark Advisers, Inc. | 4,498 | $446.2K | 0.01% | +182+4.2% | Added |
| Private Portfolio Partners LLC | 4,494 | $445.9K | 0.12% | +140+3.2% | Added |
| Baxter Bros Inc | 4,492 | $445.7K | 0.07% | −300−6.3% | Reduced |
| Smithfield Trust Co | 4,467 | $445.0K | 0.03% | −550−11.0% | Reduced |
| MQS Management LLC | 4,480 | $444.5K | 0.29% | +111+2.5% | Added |
| Charter Trust Co | 4,460 | $442.5K | 0.04% | −128−2.8% | Reduced |
| XML Financial, LLC | 4,453 | $441.8K | 0.05% | −251−5.3% | Reduced |
| Parsec Financial Management, Inc. | 4,435 | $440.0K | 0.02% | −970−17.9% | Reduced |
| Aaron Wealth Advisors | 4,429 | $439.4K | 0.06% | −644−12.7% | Reduced |
| Monterey Private Wealth, Inc. | 4,427 | $439.2K | 0.23% | +78+1.8% | Added |
| Coastal Investment Advisors, Inc. | 4,426 | $439.1K | 0.11% | −190−4.1% | Reduced |
| Oakwell Private Wealth Management, LLC | 4,419 | $438.4K | 0.20% | +89+2.1% | Added |
| Choate Investment Advisors | 4,387 | $435.2K | 0.02% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,374 | $434.0K | 0.15% | −1,314−23.1% | Reduced |
| Hexagon Capital Partners LLC | 4,374 | $433.9K | 0.12% | −37−0.8% | Reduced |
| Chicago Trust Co NA | 4,365 | $433.1K | 0.11% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,356 | $432.2K | 0.20% | −250−5.4% | Reduced |
| Trillium Asset Management, LLC | 4,198 | $432.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,329 | $429.5K | 0.02% | +169+4.1% | Added |
| Lindbrook Capital, LLC | 4,327 | $429.3K | 0.05% | −1,423−24.7% | Reduced |
| Stokes Family Office, LLC | 4,321 | $428.7K | 0.05% | −123−2.8% | Reduced |
| Renasant Bank | 4,312 | $427.8K | 0.33% | −355−7.6% | Reduced |
| 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 |
| Legacy Advisors, LLC | 4,282 | $427.4K | 0.08% | +123+3.0% | Added |
| New Jersey Better Educational Savings Trust | 4,300 | $426.6K | 1.15% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 4,285 | $425.1K | 0.04% | +700+19.5% | Added |
| Headinvest, LLC | 4,284 | $425.0K | 0.09% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,283 | $424.9K | 0.06% | +37+0.9% | Added |
| Port Capital LLC | 4,272 | $424.0K | 0.03% | +81+1.9% | Added |
| First Foundation Advisors | 4,270 | $423.7K | 0.02% | −96−2.2% | Reduced |
| Allstate Corp | 4,263 | $422.9K | 0.03% | −58,332−93.2% | Reduced |
| Stiles Financial Services Inc | 4,263 | $422.9K | 0.23% | −191−4.3% | Reduced |