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, Q3 2023
Institutional positions in ConocoPhillips as of Sep 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
- 2,182
- +100 vs. Q2 2023
- Shares held
- 966.7M
- +5.46M (+0.6%) vs. Q2 2023
- Total value
- $115.9B
- +$16.3B (+16.4%) vs. Q2 2023
- New holders
- 191
- 858 more added
- Sold out
- 91
- 772 more reduced
22 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,583 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Solidarilty Wealth, LLC | 2,174 | $261.8K | 0.09% | −400−15.5% | Reduced |
| Briaud Financial Planning, Inc | 2,183 | $261.0K | 0.21% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 2,162 | $259.0K | 0.15% | −280−11.5% | Reduced |
| Baystate Wealth Management LLC | 2,159 | $258.7K | 0.02% | −40−1.8% | Reduced |
| Quantum Financial Advisors, LLC | 2,158 | $258.6K | 0.08% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,155 | $258.2K | 0.21% | +78+3.8% | Added |
| RMR Wealth Builders | 2,152 | $257.8K | 0.04% | −105−4.7% | Reduced |
| GenWealth Group, Inc. | 2,152 | $257.8K | 0.08% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,152 | $257.8K | 0.13% | +2,152 | New |
| Herold Advisors, Inc. | 2,151 | $257.7K | 0.08% | +2+0.1% | Added |
| King Wealth | 2,146 | $257.0K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,144 | $256.9K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,141 | $256.5K | 0.01% | −250−10.5% | Reduced |
| Financial Management Network Inc | 2,253 | $255.3K | 0.08% | +2,253 | New |
| Parisi Gray Wealth Management | 2,125 | $254.6K | 0.12% | +2,125 | New |
| CWA Asset Management Group, LLC | 2,124 | $254.5K | 0.02% | −658−23.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,110 | $254.0K | 0.09% | −406−16.1% | Reduced |
| Trinity Legacy Partners, LLC | 2,112 | $253.0K | 0.09% | −171−7.5% | Reduced |
| Hengehold Capital Management LLC | 2,106 | $252.3K | 0.03% | +2,106 | New |
| Inlet Private Wealth, LLC | 2,106 | $252.3K | 0.08% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,106 | $252.3K | 0.08% | +2,106 | New |
| Trail Ridge Investment Advisors, LLC | 2,104 | $252.1K | 0.17% | 00.0% | Unchanged |
| First Western Trust Bank | 2,087 | $250.0K | 0.01% | −57−2.7% | Reduced |
| Coastal Bridge Advisors, LLC | 2,084 | $249.6K | 0.07% | +3+0.1% | Added |
| Pacific Global Investment Management CO | 2,070 | $248.0K | 0.05% | −16−0.8% | Reduced |
| Dark Forest Capital Management LP | 2,065 | $247.4K | 0.02% | +2,065 | New |
| Peachtree Investment Partners, LLC | 2,057 | $246.5K | 0.13% | −298−12.7% | Reduced |
| GDS Wealth Management | 2,057 | $246.4K | 0.04% | −1,150−35.9% | Reduced |
| Endowment Wealth Management, Inc. | 2,055 | $246.2K | 0.22% | +90+4.6% | Added |
| RDA Financial Network | 2,054 | $246.1K | 0.11% | +4+0.2% | Added |
| Johnson Financial Group, Inc. | 2,042 | $245.9K | 0.02% | +26+1.3% | Added |
| Donaldson Capital Management, LLC | 2,050 | $245.6K | 0.01% | −508−19.9% | Reduced |
| Citizens National Bank Trust Department | 2,050 | $245.6K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,048 | $245.3K | 0.06% | +15+0.7% | Added |
| TFB Advisors LLC | 2,044 | $244.9K | 0.30% | +33+1.6% | Added |
| Truepoint, Inc. | 2,043 | $244.8K | 0.01% | +2,043 | New |
| Strategic Point Investment Advisors, LLC | 2,040 | $244.4K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,039 | $244.0K | 0.22% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,015 | $241.4K | 0.01% | +2,015 | New |
| Accredited Investors Inc. | 2,015 | $241.4K | 0.02% | +2,015 | New |
| Cooper Financial Group | 2,015 | $241.4K | 0.06% | +40+2.0% | Added |
| Lavaca Capital LLC | 2,014 | $241.3K | 0.09% | −541−21.2% | Reduced |
| Girard Partners Ltd. | 2,007 | $240.5K | 0.03% | −474−19.1% | Reduced |
| Norwood Financial Corp | 2,005 | $240.2K | 0.39% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,000 | $239.6K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,991 | $239.0K | 0.18% | −224−10.1% | Reduced |
| Clear Harbor Asset Management, LLC | 1,994 | $238.9K | 0.02% | +40+2.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 1,991 | $238.5K | 0.13% | +3+0.2% | Added |
| TrueWealth Advisors, LLC | 1,984 | $237.7K | 0.10% | +1,984 | New |
| Gemmer Asset Management LLC | 1,980 | $237.2K | 0.03% | +14+0.7% | Added |
| First Financial Corp | 1,973 | $236.4K | 0.14% | +445+29.1% | Added |
| Ratio Wealth Group | 1,973 | $236.4K | 0.06% | +1,973 | New |
| Petrus Trust Company, LTA | 1,972 | $236.2K | 0.03% | −2,114−51.7% | Reduced |
| Tradewinds, LLC. | 1,971 | $236.1K | 0.14% | +1,971 | New |
| Formidable Asset Management, LLC | 1,966 | $235.5K | 0.05% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 1,963 | $235.2K | 0.09% | 00.0% | Unchanged |
| JB Capital LLC | 1,952 | $233.8K | 0.02% | −69−3.4% | Reduced |
| BigSur Wealth Management LLC | 1,940 | $233.6K | 0.12% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,948 | $233.4K | 0.16% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,946 | $233.1K | 0.11% | −221−10.2% | Reduced |
| Jacobsen Capital Management | 1,942 | $232.7K | 0.13% | −21−1.1% | Reduced |
| PFG Investments, LLC | 1,941 | $232.6K | 0.04% | +1,941 | New |
| Texas Yale Capital Corp. | 1,938 | $232.2K | 0.01% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,937 | $232.1K | 0.12% | +1,937 | New |
| Avestar Capital, LLC | 1,934 | $231.7K | 0.04% | +1,934 | New |
| StrategIQ Financial Group, LLC | 1,933 | $231.6K | 0.03% | +1,933 | New |
| Etesian Wealth Advisors, Inc. | 1,924 | $230.5K | 0.16% | −81−4.0% | Reduced |
| Greenspring Advisors, LLC | 1,917 | $229.7K | 0.07% | +1,917 | New |
| Lion Street Advisors, LLC | 1,912 | $229.0K | 0.07% | −1,834−49.0% | Reduced |
| Capital Investment Counsel, Inc | 1,902 | $227.9K | 0.05% | +1,902 | New |
| Schnieders Capital Management LLC | 1,900 | $227.6K | 0.05% | +1,900 | New |
| Smith & Howard Wealth Management, LLC | 1,898 | $227.3K | 0.08% | +1,898 | New |
| Parthenon LLC | 1,896 | $227.1K | 0.03% | −234−11.0% | Reduced |
| Diamant Asset Management, Inc. | 1,887 | $226.1K | 0.19% | +1,887 | New |
| Legacy Financial Group, Inc. | 1,871 | $224.2K | 0.11% | +1,871 | New |
| E Fund Management Co., Ltd. | 1,869 | $224.0K | 0.02% | −152−7.5% | Reduced |
| Northern Financial Advisors Inc | 1,858 | $222.6K | 0.20% | +1,858 | New |
| Nicolet Bankshares Inc | 1,856 | $222.3K | 0.07% | +1,856 | New |
| Chapin Davis, Inc. | 1,853 | $222.0K | 0.11% | −247−11.8% | Reduced |
| Ironwood Investment Counsel, LLC | 1,852 | $222.0K | 0.05% | −128−6.5% | Reduced |
| Aprio Wealth Management, LLC | 1,848 | $221.4K | 0.06% | +1,848 | New |
| Relyea Zuckerberg Hanson LLC | 1,845 | $221.0K | 0.05% | +1,845 | New |
| Hendershot Investments Inc. | 1,840 | $220.4K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,835 | $219.8K | 0.10% | +111+6.4% | Added |
| Triton Wealth Management, PLLC | 1,833 | $219.6K | 0.15% | +1+0.1% | Added |
| First Personal Financial Services | 1,826 | $218.8K | 0.06% | +1,476+421.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,823 | $218.4K | 0.13% | +1,823 | New |
| TCI Wealth Advisors, Inc. | 1,823 | $218.4K | 0.03% | +1,823 | New |
| Capital Counsel LLC | 1,821 | $218.2K | 0.01% | +1,821 | New |
| Meridian Financial Partners LLC | 1,728 | $218.0K | 0.22% | +1,728 | New |
| MV Capital Management, Inc. | 1,819 | $217.9K | 0.03% | +322+21.5% | Added |
| Union Savings Bank | 1,816 | $217.6K | 0.14% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,814 | $217.3K | 0.20% | +1,814 | New |
| Community Financial Services Group, LLC | 1,812 | $217.1K | 0.05% | +1,812 | New |
| Goepper Burkhardt LLC | 1,806 | $216.4K | 0.13% | +1,806 | New |
| Alerus Financial NA | 1,802 | $215.9K | 0.02% | +1,802 | New |
| Optimum Investment Advisors | 1,800 | $215.6K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Partners, Ltd. | 1,796 | $215.2K | 0.13% | +1,796 | New |
| Northwest Wealth Management, LLC | 1,793 | $214.8K | 0.08% | +1,793 | New |
| RFG Holdings, Inc. | 1,786 | $214.1K | 0.12% | +1,786 | New |