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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 3,067 | $304.3K | 0.01% | −510−14.3% | Reduced |
| Wharton Business Group, LLC | 3,065 | $304.0K | 0.02% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 3,059 | $303.5K | 0.18% | +24+0.8% | Added |
| Merrion Investment Management Co, LLC | 3,055 | $303.1K | 0.29% | +500+19.6% | Added |
| Pallas Capital Advisors LLC | 2,919 | $302.6K | 0.03% | −13−0.4% | Reduced |
| McGowan Group Asset Management, Inc. | 3,048 | $302.4K | 0.05% | +16+0.5% | Added |
| Wellington Shields Capital Management, LLC | 3,040 | $301.6K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,024 | $300.0K | 0.03% | +1,056+53.7% | Added |
| Cito Capital Group, LLC | 3,000 | $299.0K | 0.15% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 3,006 | $298.2K | 0.04% | −14−0.5% | Reduced |
| Relative Value Partners Group, LLC | 3,000 | $297.6K | 0.02% | −39−1.3% | Reduced |
| UMA Financial Services, Inc. | 2,820 | $296.8K | 0.08% | +3+0.1% | Added |
| Fortis Advisors, LLC | 2,975 | $295.1K | 0.19% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,970 | $294.6K | 0.04% | +65+2.2% | Added |
| TNF LLC | 2,861 | $294.3K | 0.13% | +15+0.5% | Added |
| Catalyst Financial Partners LLC | 2,961 | $293.8K | 0.13% | +53+1.8% | Added |
| TruWealth Advisors, LLC | 2,960 | $293.7K | 0.03% | +69+2.4% | Added |
| Wealth Dimensions Group, Ltd. | 2,943 | $292.0K | 0.11% | +105+3.7% | Added |
| Atom Investors LP | 2,936 | $291.3K | 0.16% | +2,936 | New |
| 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 |
| Werba Rubin Papier Wealth Management | 2,887 | $288.2K | 0.11% | +13+0.5% | Added |
| Millennium Capital Advisors, LLC | 2,903 | $288.0K | 0.26% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,902 | $287.9K | 0.01% | +7+0.2% | Added |
| Schulhoff & Co Inc | 2,898 | $287.5K | 0.13% | 00.0% | Unchanged |
| Peoples Bank | 2,885 | $286.2K | 0.18% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,846 | $286.0K | 0.13% | −300−9.5% | Reduced |
| Patton Fund Management, Inc. | 2,873 | $285.0K | 0.08% | −17,781−86.1% | Reduced |
| Founders Financial Alliance, LLC | 2,819 | $284.9K | 0.14% | −1,767−38.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,865 | $284.2K | 0.15% | −13−0.5% | Reduced |
| Vantage Financial Partners, LLC | 2,863 | $284.0K | 0.11% | +199+7.5% | Added |
| Bangor Savings Bank | 2,860 | $283.7K | 0.03% | −1,021−26.3% | Reduced |
| Trinity Legacy Partners, LLC | 2,856 | $283.3K | 0.11% | +2,856 | New |
| Southland Equity Partners LLC | 2,854 | $283.1K | 0.11% | +5+0.2% | Added |
| Roberts Glore & Co Inc | 2,832 | $281.0K | 0.09% | −43−1.5% | Reduced |
| Meritage Portfolio Management | 2,818 | $280.0K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,811 | $278.9K | 0.08% | 00.0% | Unchanged |
| Berkshire Bank | 2,808 | $278.6K | 0.08% | −395−12.3% | Reduced |
| RBA Wealth Management, LLC | 2,807 | $278.5K | 0.14% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,805 | $278.3K | 0.18% | −888−24.0% | Reduced |
| Bank of Nova Scotia Trust Co | 2,801 | $277.9K | 0.03% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 2,795 | $277.3K | 0.19% | 00.0% | Unchanged |
| First Western Trust Bank | 2,790 | $276.8K | 0.01% | −33−1.2% | Reduced |
| Laffer Tengler Investments | 2,787 | $276.5K | 0.07% | −1,628−36.9% | Reduced |
| CWA Asset Management Group, LLC | 2,785 | $276.3K | 0.02% | −50−1.8% | Reduced |
| OneAscent Financial Services LLC | 2,781 | $276.0K | 0.11% | −1,225−30.6% | Reduced |
| Summit X, LLC | 2,759 | $276.0K | 0.07% | +2,759 | New |
| 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 |
| WMS Partners, LLC | 2,774 | $275.2K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,764 | $274.2K | 0.13% | −51−1.8% | Reduced |
| Hamilton Capital, LLC | 2,762 | $274.0K | 0.02% | −1,072−28.0% | Reduced |
| Members Capital Advisors Inc | 2,761 | $273.9K | 0.20% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 2,522 | $273.7K | 0.30% | +51+2.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,754 | $273.2K | 0.13% | −8−0.3% | Reduced |
| Waterloo Capital, L.P. | 2,752 | $273.0K | 0.08% | +2,752 | New |
| Wealth Advisory Solutions, LLC | 2,750 | $272.8K | 0.07% | +870+46.3% | Added |
| Commons Capital, LLC | 2,747 | $272.5K | 0.44% | +25+0.9% | Added |
| Insight Wealth Partners, LLC | 2,746 | $272.4K | 0.25% | +22+0.8% | Added |
| Denver Wealth Management, Inc. | 2,744 | $272.2K | 0.19% | +114+4.3% | Added |
| W Advisors, LLC | 2,734 | $271.2K | 0.22% | −80−2.8% | Reduced |
| Grace & White Inc | 2,730 | $270.8K | 0.05% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,556 | $270.8K | 0.12% | −133−4.9% | Reduced |
| Cipher Capital LP | 2,719 | $269.8K | 0.05% | +2,719 | New |
| One Capital Management, LLC | 2,718 | $269.7K | 0.01% | +2,718 | New |
| Diligent Investors, LLC | 2,715 | $269.4K | 0.08% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,712 | $269.1K | 0.09% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,615 | $269.0K | 0.14% | +12+0.5% | Added |
| Meridian Wealth Advisors, LLC | 2,711 | $269.0K | 0.07% | −2,811−50.9% | Reduced |
| First Heartland Consultants, Inc. | 2,706 | $268.5K | 0.04% | −421−13.5% | Reduced |
| Eagle Ridge Investment Management | 2,706 | $268.5K | 0.03% | −50−1.8% | Reduced |
| Fulcrum Capital LLC | 2,705 | $268.4K | 0.07% | +2,705 | New |
| Peddock Capital Advisors, LLC | 2,703 | $268.2K | 0.09% | +10.0% | Added |
| LVW Advisors, LLC | 2,703 | $268.2K | 0.05% | −742−21.5% | Reduced |
| MCF Advisors LLC | 2,703 | $268.1K | 0.03% | −31−1.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,706 | $268.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,686 | $266.5K | 0.27% | −71−2.6% | Reduced |
| Focus Financial Network, Inc. | 2,664 | $266.1K | 0.02% | +181+7.3% | Added |
| SageView Advisory Group, LLC | 2,682 | $266.1K | 0.02% | +256+10.6% | Added |
| Meridian Wealth Management, LLC | 2,677 | $265.6K | 0.02% | −42−1.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,676 | $265.5K | 0.08% | +679+34.0% | Added |
| DeDora Capital, Inc. | 2,674 | $265.2K | 0.11% | −491−15.5% | Reduced |
| 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 |
| Horst & Graben Wealth Management LLC | 2,643 | $262.0K | 0.06% | +13+0.5% | Added |
| Horizon Kinetics Asset Management LLC | 2,640 | $261.9K | 0.01% | +577+28.0% | Added |
| Spinnaker Trust | 2,639 | $261.8K | 0.02% | −491−15.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 2,636 | $261.5K | 0.04% | +433+19.7% | Added |
| Weaver Consulting Group | 2,634 | $261.3K | 0.12% | 00.0% | Unchanged |
| City State Bank | 2,627 | $261.0K | 0.15% | 00.0% | Unchanged |
| WP Advisors, LLC | 2,620 | $259.9K | 0.11% | +12+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 2,619 | $259.8K | 0.09% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 2,613 | $259.2K | 0.26% | +2,613 | New |
| Greenwich Wealth Management LLC | 2,616 | $259.0K | 0.03% | −166−6.0% | Reduced |
| V-Square Quantitative Management LLC | 2,607 | $258.6K | 0.24% | +2,607 | New |
| EP Wealth Advisors, LLC | 4,655 | $257.6K | 0.01% | −32,139−87.3% | Reduced |
| Peak Planning Group, LLC | 2,593 | $257.3K | 0.21% | −52−2.0% | Reduced |
| Solidarilty Wealth, LLC | 2,574 | $256.9K | 0.12% | +2,574 | New |
| Requisite Capital Management, LLC | 2,565 | $256.0K | 0.08% | −800−23.8% | Reduced |