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; 2,476 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, Q4 2023
Institutional positions in ConocoPhillips as of Dec 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
- 2,272
- +124 vs. Q3 2023
- Shares held
- 967.7M
- +2.54M (+0.3%) vs. Q3 2023
- Total value
- $112.3B
- −$3.42B (−3.0%) vs. Q3 2023
- New holders
- 247
- 815 more added
- Sold out
- 123
- 874 more reduced
35 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,476 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1,732 | $202.0K | 0.14% | −259−13.0% | Reduced |
| Greenspring Advisors, LLC | 1,745 | $202.5K | 0.06% | −172−9.0% | Reduced |
| Retirement Income Solutions, Inc | 1,745 | $202.5K | 0.05% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,748 | $202.9K | 0.17% | +1,748 | New |
| Wealth Group Ltd | 1,825 | $203.5K | 0.07% | +1,825 | New |
| Oarsman Capital, Inc. | 1,757 | $203.9K | 0.05% | +1,757 | New |
| Symphony Financial, Ltd. Co. | 1,879 | $204.1K | 0.04% | −995−34.6% | Reduced |
| Reuter James Wealth Management, LLC | 1,759 | $204.2K | 0.14% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 1,760 | $204.3K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,767 | $205.1K | 0.03% | +752+74.1% | Added |
| Amarillo National Bank | 1,768 | $205.2K | 0.04% | +1,768 | New |
| Darden Wealth Group Inc | 1,770 | $205.4K | 0.20% | +1,770 | New |
| FLC Capital Advisors | 1,771 | $205.6K | 0.06% | +1,771 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,776 | $206.1K | 0.09% | +464+35.4% | Added |
| Gratus Capital LLC | 1,777 | $206.3K | 0.01% | −585−24.8% | Reduced |
| Legacy Financial Group, Inc. | 1,780 | $206.6K | 0.09% | −91−4.9% | Reduced |
| Planned Solutions, Inc. | 1,786 | $207.3K | 0.10% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,800 | $208.9K | 0.11% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,801 | $209.0K | 0.11% | −4,227−70.1% | Reduced |
| Triton Wealth Management, PLLC | 1,790 | $209.6K | 0.14% | −43−2.3% | Reduced |
| RFG Holdings, Inc. | 1,806 | $209.6K | 0.11% | +20+1.1% | Added |
| Machina Capital S.A.S. | 1,812 | $210.3K | 0.14% | −1,410−43.8% | Reduced |
| Capital Counsel LLC | 1,812 | $210.3K | 0.01% | −9−0.5% | Reduced |
| Tucker Asset Management LLC | 1,813 | $210.4K | 0.05% | +274+17.8% | Added |
| Northwest Wealth Management, LLC | 1,813 | $210.5K | 0.06% | +20+1.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,818 | $211.0K | 0.15% | +1,818 | New |
| Money Concepts Capital Corp | 1,822 | $211.4K | 0.02% | +1,822 | New |
| First Personal Financial Services | 1,826 | $211.9K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,828 | $212.2K | 0.19% | +1,828 | New |
| Selective Wealth Management, Inc. | 1,823 | $212.3K | 0.11% | +14+0.8% | Added |
| MV Capital Management, Inc. | 1,842 | $213.8K | 0.03% | +23+1.3% | Added |
| Gryphon Financial Partners LLC | 1,875 | $214.4K | 0.04% | −5,437−74.4% | Reduced |
| Brady Family Wealth, LLC | 1,850 | $214.7K | 0.07% | −113−5.8% | Reduced |
| Paragon Private Wealth Management, LLC | 1,851 | $214.8K | 0.15% | +148+8.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 1,851 | $214.9K | 0.12% | +28+1.5% | Added |
| Diversified, LLC | 1,854 | $215.2K | 0.05% | +1,854 | New |
| Ironwood Investment Counsel, LLC | 1,856 | $215.4K | 0.04% | +4+0.2% | Added |
| Legacy Edge Advisors, LLC | 1,857 | $215.5K | 0.05% | +1,857 | New |
| Summit Asset Management, LLC | 1,860 | $215.9K | 0.05% | +1,860 | New |
| National Philanthropic Trust | 1,865 | $216.5K | 0.01% | +1,865 | New |
| Union Savings Bank | 1,874 | $217.5K | 0.12% | +58+3.2% | Added |
| E Fund Management Co., Ltd. | 1,875 | $217.6K | 0.01% | +6+0.3% | Added |
| Well Done, LLC | 1,875 | $217.6K | 0.04% | +170+10.0% | Added |
| Aprio Wealth Management, LLC | 1,879 | $218.0K | 0.05% | +31+1.7% | Added |
| WMS Partners, LLC | 1,887 | $219.0K | 0.02% | −703−27.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,888 | $219.2K | 0.04% | +43+2.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,888 | $220.0K | 0.01% | −4,989−72.5% | Reduced |
| Parthenon LLC | 1,896 | $220.1K | 0.03% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,898 | $220.3K | 0.08% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,900 | $220.5K | 0.06% | −251−11.7% | Reduced |
| Schnieders Capital Management LLC | 1,900 | $220.5K | 0.05% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,906 | $221.2K | 0.03% | −535−21.9% | Reduced |
| Horst & Graben Wealth Management LLC | 1,907 | $221.3K | 0.05% | −1,524−44.4% | Reduced |
| Strategic Financial Partners, Ltd. | 1,908 | $221.5K | 0.13% | +112+6.2% | Added |
| Northern Financial Advisors Inc | 1,910 | $221.7K | 0.19% | +52+2.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,912 | $221.9K | 0.12% | +1,912 | New |
| PFG Investments, LLC | 1,918 | $222.7K | 0.04% | −23−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,919 | $222.7K | 0.00% | +265+16.0% | Added |
| Prelude Capital Management, LLC | 1,926 | $223.6K | 0.02% | −594−23.6% | Reduced |
| Lion Street Advisors, LLC | 1,930 | $224.1K | 0.09% | +18+0.9% | Added |
| First International Bank & Trust | 1,932 | $224.2K | 0.09% | −1,332−40.8% | Reduced |
| Acorn Creek Capital LLC | 1,937 | $224.9K | 0.10% | +1,937 | New |
| Glass Jacobson Investment Advisors llc | 1,940 | $225.1K | 0.09% | +105+5.7% | Added |
| BigSur Wealth Management LLC | 1,940 | $225.2K | 0.11% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 1,941 | $225.3K | 0.03% | +8+0.4% | Added |
| Sivia Capital Partners, LLC | 1,953 | $226.7K | 0.17% | +1,953 | New |
| Etesian Wealth Advisors, Inc. | 1,954 | $227.6K | 0.14% | +30+1.6% | Added |
| My Legacy Advisors, LLC | 2,052 | $227.8K | 0.08% | −191−8.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 1,965 | $228.1K | 0.11% | −26−1.3% | Reduced |
| Formidable Asset Management, LLC | 1,966 | $228.2K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,967 | $228.3K | 0.02% | +1,967 | New |
| Cornerstone Advisory, LLC | 1,971 | $228.8K | 0.04% | +1,971 | New |
| First Financial Corp | 1,973 | $229.0K | 0.12% | 00.0% | Unchanged |
| Ratio Wealth Group | 1,973 | $229.0K | 0.05% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,975 | $229.2K | 0.12% | +33+1.7% | Added |
| Elevatus Welath Management | 1,978 | $229.6K | 0.10% | +1,978 | New |
| Sand Hill Global Advisors, LLC | 1,982 | $230.0K | 0.01% | +1,982 | New |
| JB Capital LLC | 1,988 | $230.7K | 0.02% | +36+1.8% | Added |
| Sage Capital Management, LLC | 1,988 | $230.7K | 0.14% | +1,988 | New |
| Gemmer Asset Management LLC | 1,989 | $230.8K | 0.03% | +9+0.5% | Added |
| Stokes Family Office, LLC | 1,991 | $231.1K | 0.03% | −2,618−56.8% | Reduced |
| Texas Yale Capital Corp. | 1,993 | $231.3K | 0.01% | +55+2.8% | Added |
| Clear Harbor Asset Management, LLC | 1,994 | $231.4K | 0.02% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,998 | $231.9K | 0.04% | −298−13.0% | Reduced |
| Hourglass Capital, LLC | 2,000 | $232.1K | 0.07% | 00.0% | Unchanged |
| Pickering Energy Partners LP | 2,000 | $232.1K | 4.25% | +2,000 | New |
| Girard Partners Ltd. | 2,010 | $233.3K | 0.02% | +3+0.1% | Added |
| West Michigan Advisors, LLC | 2,011 | $233.4K | 0.09% | +74+3.8% | Added |
| Endowment Wealth Management, Inc. | 2,016 | $233.9K | 0.19% | −39−1.9% | Reduced |
| Park Place Capital Corp | 2,016 | $234.0K | 0.09% | −2,361−53.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,019 | $234.3K | 0.02% | −383−15.9% | Reduced |
| Braun-Bostich & Associates Inc. | 2,025 | $235.0K | 0.21% | +2,025 | New |
| Schrum Private Wealth Management LLC | 2,030 | $235.6K | 0.33% | −1,279−38.7% | Reduced |
| Lavaca Capital LLC | 2,035 | $236.2K | 0.14% | +21+1.0% | Added |
| Colonial River Wealth Management, LLC | 2,038 | $236.6K | 0.14% | +2,038 | New |
| Strategic Point Investment Advisors, LLC | 2,040 | $236.8K | 0.05% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,041 | $236.9K | 0.10% | +2,041 | New |
| Summit Wealth Group, LLC | 2,039 | $237.0K | 0.19% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,050 | $237.9K | 0.06% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 2,053 | $238.2K | 0.05% | −17−0.8% | Reduced |