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, Q2 2023
Institutional positions in ConocoPhillips as of Jun 30, 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
- 2,104
- +30 vs. Q1 2023
- Shares held
- 962.7M
- −12.0M (−1.2%) vs. Q1 2023
- Total value
- $99.7B
- +$3.16B (+3.3%) vs. Q1 2023
- New holders
- 139
- 832 more added
- Sold out
- 109
- 783 more reduced
22 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 4,930 | $510.7K | 0.12% | +906+22.5% | Added |
| Wealthsource Partners, LLC | 4,926 | $510.4K | 0.03% | +751+18.0% | Added |
| Successful Portfolios LLC | 4,887 | $506.3K | 0.44% | −732−13.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,580 | $506.3K | 0.20% | +690+17.7% | Added |
| SCP Investment, LP | 4,868 | $504.4K | 0.41% | +1,000+25.9% | Added |
| Family Firm, Inc. | 4,859 | $503.4K | 0.13% | +12+0.2% | Added |
| Marcum Wealth, LLC | 4,856 | $503.1K | 0.06% | +4+0.1% | Added |
| Princeton Capital Management LLC | 4,852 | $502.7K | 0.21% | +4,852 | New |
| Inceptionr LLC | 4,849 | $502.4K | 0.27% | −9,651−66.6% | Reduced |
| Harrell Investment Partners, LLC | 4,834 | $500.9K | 0.17% | +8+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 4,785 | $498.6K | 0.04% | −844−15.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,811 | $498.5K | 0.02% | +206+4.5% | Added |
| Evergreen Wealth Solutions, LLC | 4,803 | $497.6K | 0.50% | +751+18.5% | Added |
| Aaron Wealth Advisors | 4,802 | $497.5K | 0.06% | +373+8.4% | Added |
| McDaniel Terry & Co | 4,789 | $496.0K | 0.05% | +13+0.3% | Added |
| Founders Financial Alliance, LLC | 4,776 | $494.8K | 0.19% | +1,957+69.4% | Added |
| Moloney Securities Asset Management, LLC | 4,770 | $494.2K | 0.09% | −102−2.1% | Reduced |
| Aspen Investment Management Inc | 4,763 | $494.0K | 0.29% | −117−2.4% | Reduced |
| Warren Averett Asset Management, LLC | 4,747 | $491.8K | 0.02% | +437+10.1% | Added |
| Marietta Investment Partners LLC | 4,720 | $489.0K | 0.13% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,691 | $486.1K | 0.15% | −714−13.2% | Reduced |
| Integrated Investment Consultants, LLC | 4,677 | $484.6K | 0.15% | +2,001+74.8% | Added |
| Financial Advocates Investment Management | 4,677 | $484.6K | 0.04% | −156−3.2% | Reduced |
| Montag A & Associates Inc | 4,646 | $484.2K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,667 | $483.5K | 0.32% | 00.0% | Unchanged |
| Goodman Financial Corp | 4,663 | $483.1K | 0.13% | −250−5.1% | Reduced |
| Clarus Group, Inc. | 4,658 | $482.6K | 0.35% | +4,658 | New |
| Riverview Trust Co | 4,655 | $482.3K | 0.44% | +1,059+29.4% | Added |
| Financial Partners Group, LLC | 4,648 | $481.6K | 0.24% | +893+23.8% | Added |
| Mayflower Financial Advisors, LLC | 4,630 | $479.7K | 0.06% | −97−2.1% | Reduced |
| Goelzer Investment Management, Inc. | 4,629 | $479.6K | 0.04% | −571−11.0% | Reduced |
| CRA Financial Services, LLC | 4,613 | $478.0K | 0.13% | −39−0.8% | Reduced |
| Systematic Alpha Investments, LLC | 4,610 | $477.6K | 0.02% | 00.0% | Unchanged |
| Summit Financial Group Inc | 4,602 | $476.8K | 0.19% | 00.0% | Unchanged |
| Provence Wealth Management Group | 4,601 | $476.7K | 0.28% | +685+17.5% | Added |
| Marble Harbor Investment Counsel, LLC | 4,600 | $476.6K | 0.06% | −100−2.1% | Reduced |
| GYL Financial Synergies, LLC | 4,597 | $476.3K | 0.04% | +1,182+34.6% | Added |
| Wrapmanager Inc | 4,557 | $472.2K | 0.14% | −584−11.4% | Reduced |
| McRae Capital Management Inc | 4,549 | $471.3K | 0.13% | −55−1.2% | Reduced |
| Ballast, Inc. | 4,542 | $470.6K | 0.18% | +372+8.9% | Added |
| Abacus Wealth Partners, LLC | 4,536 | $470.0K | 0.14% | 00.0% | Unchanged |
| Northeast Investment Management | 4,535 | $469.9K | 0.03% | 00.0% | Unchanged |
| Advocate Group LLC | 4,527 | $469.0K | 0.10% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,521 | $468.4K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,521 | $468.4K | 0.05% | +194+4.5% | Added |
| Oakwell Private Wealth Management, LLC | 4,518 | $468.1K | 0.20% | +99+2.2% | Added |
| Aspiriant, LLC | 4,495 | $465.7K | 0.02% | −50−1.1% | Reduced |
| Private Portfolio Partners LLC | 4,494 | $465.6K | 0.12% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,482 | $464.4K | 0.04% | −29,786−86.9% | Reduced |
| Valmark Advisers, Inc. | 4,469 | $463.0K | 0.01% | −29−0.6% | Reduced |
| Achmea Investment Management B.V. | 4,463 | $463.0K | 0.01% | +1,192+36.4% | Added |
| CenterStar Asset Management, LLC | 4,457 | $462.7K | 0.42% | +371+9.1% | Added |
| Ethic Inc. | 4,458 | $461.9K | 0.02% | −2,318−34.2% | Reduced |
| RFG Advisory, LLC | 4,437 | $459.7K | 0.02% | +108+2.5% | Added |
| Westover Capital Advisors, LLC | 4,436 | $459.6K | 0.16% | −330−6.9% | Reduced |
| MEMBERS Trust Co | 4,431 | $459.1K | 0.01% | +4,431 | New |
| Birmingham Capital Management Co Inc | 4,422 | $458.2K | 0.19% | −436−9.0% | Reduced |
| Stokes Family Office, LLC | 4,408 | $456.7K | 0.05% | +87+2.0% | Added |
| Legacy Advisors, LLC | 4,401 | $456.0K | 0.07% | +119+2.8% | Added |
| Baker Ellis Asset Management LLC | 4,400 | $455.9K | 0.08% | +600+15.8% | Added |
| XML Financial, LLC | 4,387 | $454.6K | 0.05% | −66−1.5% | Reduced |
| Monterey Private Wealth, Inc. | 4,383 | $454.2K | 0.22% | −44−1.0% | Reduced |
| DRW Securities, LLC | 4,384 | $454.0K | 0.04% | −3,928−47.3% | Reduced |
| Hexagon Capital Partners LLC | 4,380 | $453.8K | 0.12% | +6+0.1% | Added |
| Chicago Trust Co NA | 4,373 | $453.1K | 0.11% | +8+0.2% | Added |
| LexAurum Advisors, LLC | 4,369 | $452.7K | 0.14% | +1,142+35.4% | Added |
| Guardian Wealth Advisors, LLC | 4,340 | $452.3K | 0.08% | +194+4.7% | Added |
| Laurion Capital Management LP | 4,364 | $452.2K | 0.02% | −165−3.6% | Reduced |
| Signet Financial Management, LLC | 4,356 | $451.3K | 0.07% | −197−4.3% | Reduced |
| VeraBank, N.A. | 4,356 | $451.3K | 0.17% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,344 | $450.1K | 0.12% | −352−7.5% | Reduced |
| Peoples Financial Services Corp. | 4,343 | $450.0K | 0.20% | −160−3.6% | Reduced |
| Headinvest, LLC | 3,819 | $449.9K | 0.10% | −465−10.9% | Reduced |
| PFG Advisors | 4,340 | $449.7K | 0.03% | −442−9.2% | Reduced |
| Concentric Wealth Management, LLC | 4,335 | $449.1K | 0.14% | −575−11.7% | Reduced |
| Summit X, LLC | 4,331 | $448.7K | 0.11% | +1,572+57.0% | Added |
| Teamwork Financial Advisors, LLC | 4,329 | $448.5K | 0.07% | −943−17.9% | Reduced |
| Gsa Capital Partners LLP | 4,324 | $448.0K | 0.04% | −11,712−73.0% | Reduced |
| Cardiff Park Advisors, LLC | 4,320 | $447.6K | 0.05% | +37+0.9% | Added |
| St Germain D J Co Inc | 4,317 | $447.3K | 0.02% | +4,317 | New |
| Defined Wealth Management, LLC | 4,315 | $447.1K | 0.38% | +5+0.1% | Added |
| Pin Oak Investment Advisors Inc | 4,284 | $447.0K | 0.50% | +663+18.3% | Added |
| New Jersey Better Educational Savings Trust | 4,300 | $445.5K | 1.05% | 00.0% | Unchanged |
| Credit Agricole S A | 4,296 | $445.1K | 0.01% | +2,877+202.7% | Added |
| Norris Perne & French LLP | 4,284 | $443.9K | 0.04% | +143+3.5% | Added |
| Port Capital LLC | 4,272 | $443.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 4,263 | $441.7K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,255 | $440.9K | 0.08% | +1,040+32.3% | Added |
| Asset Dedication, LLC | 4,278 | $440.0K | 0.04% | −7−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 4,236 | $438.9K | 0.20% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,226 | $437.8K | 0.08% | +55+1.3% | Added |
| Kennedy Investment Group | 4,223 | $437.6K | 0.26% | +54+1.3% | Added |
| Capital Investment Advisory Services, LLC | 4,217 | $436.9K | 0.04% | +389+10.2% | Added |
| Hollencrest Capital Management | 4,217 | $436.9K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,208 | $436.0K | 0.07% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,200 | $435.2K | 0.23% | +100+2.4% | Added |
| Charter Trust Co | 4,197 | $434.9K | 0.03% | −263−5.9% | Reduced |
| Boyd Watterson Asset Management LLC | 4,154 | $430.4K | 0.17% | +8+0.2% | Added |
| Trillium Asset Management, LLC | 4,125 | $427.0K | 0.01% | −73−1.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,113 | $426.2K | 0.32% | +105+2.6% | Added |