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 | 2,584 | $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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 16,996 | $1.69M | 0.22% | +4,176+32.6% | Added |
| Diversified Trust Co | 16,991 | $1.69M | 0.07% | +4,045+31.2% | Added |
| Beacon Financial Group | 15,908 | $1.69M | 0.24% | −87−0.5% | Reduced |
| Moran Wealth Management, LLC | 16,980 | $1.68M | 0.06% | −1,696−9.1% | Reduced |
| Townsend & Associates, Inc | 16,300 | $1.68M | 0.67% | −12,547−43.5% | Reduced |
| Edge Capital Group, LLC | 16,841 | $1.67M | 0.10% | −230−1.3% | Reduced |
| Forum Financial Management, LP | 16,756 | $1.66M | 0.05% | −137−0.8% | Reduced |
| TrimTabs Asset Management, LLC | 16,739 | $1.66M | 0.89% | +5,936+54.9% | Added |
| Siemens Fonds Invest GmbH | 16,706 | $1.66M | 0.17% | −223−1.3% | Reduced |
| Redwood Investment Management, LLC | 16,617 | $1.65M | 0.18% | +2,337+16.4% | Added |
| Arden Trust Co | 16,591 | $1.65M | 0.30% | −1,978−10.7% | Reduced |
| Norway Savings Bank | 16,543 | $1.64M | 0.83% | +695+4.4% | Added |
| Resurgent Financial Advisors LLC | 16,516 | $1.64M | 1.10% | +521+3.3% | Added |
| Avidian Wealth Solutions, LLC | 16,269 | $1.61M | 0.09% | +1,703+11.7% | Added |
| New Potomac Partners, LLC | 16,265 | $1.61M | 1.12% | +38+0.2% | Added |
| Heck Capital Advisors, LLC | 16,212 | $1.61M | 0.31% | +225+1.4% | Added |
| HBK Sorce Advisory LLC | 16,124 | $1.60M | 0.07% | −16,166−50.1% | Reduced |
| Gsa Capital Partners LLP | 16,036 | $1.59M | 0.16% | +14,105+730.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,003 | $1.59M | 0.08% | −2,505−13.5% | Reduced |
| Gifford Fong Associates | 16,000 | $1.59M | 0.42% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,837 | $1.57M | 0.11% | +1,701+12.0% | Added |
| Wahed Invest LLC | 15,727 | $1.56M | 0.67% | −457−2.8% | Reduced |
| Alaethes Wealth LLC | 15,727 | $1.56M | 0.91% | +1,096+7.5% | Added |
| Wealthspan Partners, LLC | 15,670 | $1.55M | 1.33% | +9,425+150.9% | Added |
| Garner Asset Management Corp | 15,598 | $1.55M | 0.73% | +591+3.9% | Added |
| Stegent Equity Advisors, Inc. | 15,533 | $1.54M | 1.53% | −131−0.8% | Reduced |
| First National Bank & Trust Co of Newtown | 15,495 | $1.54M | 0.34% | −380−2.4% | Reduced |
| Ingalls & Snyder LLC | 15,493 | $1.54M | 0.08% | −1,100−6.6% | Reduced |
| McDonald Partners LLC | 15,465 | $1.53M | 0.50% | +884+6.1% | Added |
| New England Research & Management, Inc. | 15,450 | $1.53M | 0.90% | +4,650+43.1% | Added |
| Tower Bridge Advisors | 15,439 | $1.53M | 0.13% | +105+0.7% | Added |
| Great Lakes Retirement, Inc. | 15,412 | $1.53M | 0.29% | +868+6.0% | Added |
| BDO Wealth Advisors, LLC | 15,400 | $1.53M | 0.19% | −33−0.2% | Reduced |
| ARGA Investment Management, LP | 15,330 | $1.52M | 0.06% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 15,057 | $1.51M | 0.64% | +3,418+29.4% | Added |
| Hoertkorn Richard Charles | 15,223 | $1.51M | 0.78% | −117−0.8% | Reduced |
| Arete Wealth Advisors, LLC | 15,113 | $1.50M | 0.12% | +1,940+14.7% | Added |
| Trustmark National Bank Trust Department | 15,105 | $1.50M | 0.14% | −7,608−33.5% | Reduced |
| Cascade Investment Advisors, Inc. | 15,050 | $1.49M | 1.18% | −115−0.8% | Reduced |
| Cubic Asset Management, LLC | 15,011 | $1.49M | 0.42% | 00.0% | Unchanged |
| Cigna Investments Inc | 14,922 | $1.48M | 0.30% | −566−3.7% | Reduced |
| Freedom Day Solutions, LLC | 14,895 | $1.47M | 0.69% | +491+3.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 14,750 | $1.46M | 0.02% | −4,000−21.3% | Reduced |
| LSV Asset Management | 14,700 | $1.46M | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 14,694 | $1.46M | 1.42% | +135+0.9% | Added |
| Gladstone Institutional Advisory LLC | 14,694 | $1.46M | 0.09% | −5,400−26.9% | Reduced |
| Fruth Investment Management | 14,680 | $1.46M | 0.42% | −72−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 14,611 | $1.45M | 0.20% | +1,864+14.6% | Added |
| Epoch Investment Partners, Inc. | 14,573 | $1.45M | 0.01% | +632+4.5% | Added |
| YHB Investment Advisors, Inc. | 14,569 | $1.45M | 0.14% | +6,691+84.9% | Added |
| Inceptionr LLC | 14,500 | $1.44M | 0.46% | +14,500 | New |
| Harvest Portfolios Group Inc. | 14,475 | $1.44M | 0.07% | +436+3.1% | Added |
| Fort Washington Investment Advisors Inc | 14,382 | $1.43M | 0.01% | −566−3.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 14,298 | $1.42M | 0.19% | +500+3.6% | Added |
| CBOE Vest Financial, LLC | 14,295 | $1.42M | 0.19% | +14,295 | New |
| Brown Brothers Harriman & Co | 14,245 | $1.41M | 0.01% | +698+5.2% | Added |
| Trust Co of Oklahoma | 14,243 | $1.41M | 0.55% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 14,217 | $1.41M | 0.03% | +115+0.8% | Added |
| Fernwood Investment Management, LLC | 14,211 | $1.41M | 0.54% | −200−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 14,201 | $1.41M | 0.14% | +569+4.2% | Added |
| North Star Investment Management Corp. | 14,187 | $1.41M | 0.12% | +1,860+15.1% | Added |
| Balentine LLC | 14,165 | $1.41M | 0.05% | +393+2.9% | Added |
| Perpetual Ltd | 14,162 | $1.41M | 0.01% | +14,162 | New |
| EPG Wealth Management LLC | 14,154 | $1.40M | 0.44% | +4,743+50.4% | Added |
| Cresset Asset Management, LLC | 14,045 | $1.40M | 0.03% | −2,365−14.4% | Reduced |
| Capital City Trust Co | 14,110 | $1.40M | 0.45% | +620+4.6% | Added |
| HighTower Trust Services, LTA | 13,418 | $1.40M | 0.14% | +20+0.1% | Added |
| Community Bank, N.A. | 14,092 | $1.40M | 0.19% | −164−1.2% | Reduced |
| Drive Wealth Management, LLC | 13,967 | $1.39M | 0.58% | +483+3.6% | Added |
| Avitas Wealth Management LLC | 14,032 | $1.39M | 0.27% | +14,032 | New |
| Integrated Advisors Network LLC | 14,015 | $1.39M | 0.08% | −537−3.7% | Reduced |
| Iams Wealth Management, LLC | 14,005 | $1.39M | 1.16% | +7,457+113.9% | Added |
| Prio Wealth Limited Partnership | 13,978 | $1.39M | 0.05% | −28,435−67.0% | Reduced |
| Arrow Financial Corp | 13,955 | $1.38M | 0.18% | +368+2.7% | Added |
| Apollon Wealth Management, LLC | 13,949 | $1.38M | 0.08% | −836−5.7% | Reduced |
| Accretive Wealth Partners, LLC | 13,941 | $1.38M | 0.88% | +71+0.5% | Added |
| Duff & Phelps Investment Management Co | 13,940 | $1.38M | 0.02% | 00.0% | Unchanged |
| Iowa State Bank | 13,931 | $1.38M | 0.35% | +720+5.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 13,813 | $1.37M | 0.01% | −16,173−53.9% | Reduced |
| Schechter Investment Advisors, LLC | 13,731 | $1.36M | 0.13% | −4,400−24.3% | Reduced |
| Oak Thistle LLC | 13,728 | $1.36M | 0.80% | +13,728 | New |
| Curated Wealth Partners LLC | 13,726 | $1.36M | 0.31% | +2,781+25.4% | Added |
| Investors Asset Management of Georgia Inc | 13,673 | $1.36M | 0.72% | −500−3.5% | Reduced |
| Cowa, LLC | 747,156 | $1.36M | 1.10% | +725,515+3,352.5% | Added |
| Whittier Trust Co of Nevada Inc | 13,613 | $1.35M | 0.05% | −29−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 13,611 | $1.35M | 0.13% | +13,611 | New |
| CoreFirst Bank & Trust | 13,578 | $1.35M | 0.98% | −346−2.5% | Reduced |
| Wunderlich Capital Managemnt | 13,540 | $1.34M | 0.70% | +722+5.6% | Added |
| Busey Wealth Management | 13,509 | $1.34M | 0.06% | −135−1.0% | Reduced |
| AllGen Financial Advisors, Inc. | 13,485 | $1.34M | 0.93% | +961+7.7% | Added |
| Beck Capital Management, LLC | 13,419 | $1.33M | 0.57% | +3,685+37.9% | Added |
| Register Financial Advisors LLC | 13,407 | $1.33M | 1.05% | +8,106+152.9% | Added |
| Delta Financial Advisors LLC | 13,393 | $1.33M | 0.64% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 13,375 | $1.33M | 0.47% | −477−3.4% | Reduced |
| Mechanics Bank Trust Department | 13,348 | $1.32M | 0.22% | +525+4.1% | Added |
| Naples Global Advisors, LLC | 13,267 | $1.32M | 0.17% | −50.0% | Reduced |
| Change Path, LLC | 13,190 | $1.31M | 0.06% | +3,985+43.3% | Added |
| Heritage Trust Co | 13,186 | $1.31M | 0.21% | −105−0.8% | Reduced |
| Coppell Advisory Solutions LLC | 13,155 | $1.31M | 0.45% | +3,034+30.0% | Added |
| Coppell Advisory Solutions Corp. | 13,155 | $1.31M | 0.45% | +3,034+30.0% | Added |