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, 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 | 2,477 | $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, 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 |
|---|---|---|---|---|---|
| Midland Wealth Advisors LLC | 2,831 | $328.6K | 0.02% | +2,831 | New |
| Insight Wealth Partners, LLC | 2,843 | $330.0K | 0.25% | +32+1.1% | Added |
| Laffer Tengler Investments | 2,849 | $330.7K | 0.09% | +62+2.2% | Added |
| Magnolia Capital Advisors LLC | 2,900 | $330.8K | 0.24% | +599+26.0% | Added |
| Wealthstream Advisors, Inc. | 2,855 | $331.4K | 0.14% | −983−25.6% | Reduced |
| Narus Financial Partners, LLC | 2,857 | $331.6K | 0.16% | +6+0.2% | Added |
| Creative Financial Designs Inc | 2,861 | $332.0K | 0.03% | +11+0.4% | Added |
| Argent Advisors, Inc. | 2,866 | $332.7K | 0.15% | −529−15.6% | Reduced |
| Keel Point, LLC | 2,869 | $333.0K | 0.04% | +5+0.2% | Added |
| W Advisors, LLC | 2,870 | $333.1K | 0.25% | +71+2.5% | Added |
| Wayfinding Financial, LLC | 2,881 | $334.0K | 0.23% | +194+7.2% | Added |
| United Community Bank | 2,897 | $336.3K | 0.14% | +1,951+206.2% | Added |
| Schulhoff & Co Inc | 2,898 | $336.4K | 0.16% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,990 | $336.5K | 0.15% | +90+3.1% | Added |
| Aspen Grove Capital, LLC | 2,945 | $336.6K | 0.10% | +299+11.3% | Added |
| Simon Quick Advisors, LLC | 2,911 | $337.8K | 0.03% | −126−4.1% | Reduced |
| Dividend Assets Capital, LLC | 2,911 | $338.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 2,919 | $338.9K | 0.02% | +247+9.2% | Added |
| Wealth Dimensions Group, Ltd. | 2,924 | $339.3K | 0.11% | +5+0.2% | Added |
| Capstone Investment Advisors, LLC | 2,926 | $339.6K | 0.01% | −2,918−49.9% | Reduced |
| AdvisorNet Financial, Inc | 2,928 | $339.8K | 0.03% | −263−8.2% | Reduced |
| Geller Advisors LLC | 2,931 | $340.2K | 0.03% | +3+0.1% | Added |
| Southland Equity Partners LLC | 2,937 | $340.9K | 0.11% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,942 | $341.5K | 0.12% | −2−0.1% | Reduced |
| Rakuten Investment Management, Inc. | 2,944 | $343.0K | 0.00% | +2,944 | New |
| Penbrook Management LLC | 2,985 | $346.5K | 0.23% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,987 | $347.0K | 0.02% | −550−15.5% | Reduced |
| Meridian Management Co | 3,123 | $347.2K | 0.10% | −717−18.7% | Reduced |
| Cito Capital Group, LLC | 3,000 | $348.0K | 0.15% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,999 | $348.1K | 0.10% | +81+2.8% | Added |
| Black Maple Capital Management LP | 3,000 | $348.2K | 0.32% | −198−6.2% | Reduced |
| Alta Capital Management LLC | 3,000 | $348.2K | 0.02% | −100−3.2% | Reduced |
| Mystic Asset Management, Inc. | 3,002 | $348.4K | 0.17% | +510+20.5% | Added |
| Greenwood Gearhart Inc | 3,006 | $348.9K | 0.04% | −200−6.2% | Reduced |
| TruWealth Advisors, LLC | 3,011 | $349.4K | 0.03% | +8+0.3% | Added |
| Scarborough Advisors, LLC | 3,015 | $350.0K | 0.07% | +156+5.5% | Added |
| MQS Management LLC | 3,020 | $350.5K | 0.19% | +3,020 | New |
| SPC Financial, Inc. | 3,027 | $351.3K | 0.04% | +883+41.2% | Added |
| Centaurus Financial, Inc. | 3,029 | $352.0K | 0.03% | −2,607−46.3% | Reduced |
| Tempus Wealth Planning, LLC | 3,036 | $352.4K | 0.15% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 3,038 | $352.6K | 0.02% | −379−11.1% | Reduced |
| Sawgrass Asset Management LLC | 3,041 | $353.0K | 0.04% | +67+2.3% | Added |
| Barrett & Company, Inc. | 3,042 | $353.1K | 0.19% | +12+0.4% | Added |
| Seven Mile Advisory | 3,044 | $353.3K | 0.31% | +167+5.8% | Added |
| McGowan Group Asset Management, Inc. | 3,048 | $353.8K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 3,050 | $354.0K | 0.06% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,055 | $354.6K | 0.28% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,063 | $355.5K | 0.04% | −670−17.9% | Reduced |
| Wharton Business Group, LLC | 3,065 | $356.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,068 | $356.1K | 0.04% | +1,134+58.6% | Added |
| New Republic Capital, LLC | 3,069 | $356.3K | 0.25% | +289+10.4% | Added |
| Sageworth Trust Co | 3,086 | $358.2K | 0.02% | −983−24.2% | Reduced |
| Aufman Associates Inc | 3,094 | $359.1K | 0.27% | −201−6.1% | Reduced |
| Financial Security Advisor, Inc. | 3,100 | $359.8K | 0.14% | +241+8.4% | Added |
| Spears Abacus Advisors LLC | 3,102 | $360.0K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 3,105 | $360.4K | 0.04% | −747−19.4% | Reduced |
| Convergence Investment Partners, LLC | 3,107 | $361.0K | 0.19% | −19−0.6% | Reduced |
| Charter Trust Co | 3,112 | $361.2K | 0.03% | −136−4.2% | Reduced |
| White Pine Capital LLC | 3,121 | $362.3K | 0.14% | −600−16.1% | Reduced |
| Berkshire Bank | 3,127 | $362.9K | 0.10% | +541+20.9% | Added |
| Apella Capital, LLC | 3,117 | $363.1K | 0.02% | +8+0.3% | Added |
| Beacon Investment Advisors LLC | 3,135 | $363.8K | 0.23% | +4+0.1% | Added |
| Colonial Trust Advisors | 3,135 | $363.8K | 0.04% | −402−11.4% | Reduced |
| Cabot Wealth Management Inc | 3,136 | $364.0K | 0.05% | +32+1.0% | Added |
| Walker Asset Management, LLC | 3,137 | $364.1K | 0.26% | +3,137 | New |
| Wellington Shields Capital Management, LLC | 3,140 | $364.4K | 0.05% | +100+3.3% | Added |
| Onefund, LLC | 3,140 | $364.5K | 0.47% | +3,140 | New |
| Quadrant Private Wealth Management, LLC | 3,142 | $364.7K | 0.10% | +1,032+48.9% | Added |
| Royal Fund Management, LLC | 3,144 | $364.9K | 0.05% | +227+7.8% | Added |
| Sharp Financial Services, LLC | 3,150 | $365.6K | 0.40% | +3,150 | New |
| Laidlaw Wealth Management LLC | 3,163 | $367.1K | 0.13% | −737−18.9% | Reduced |
| Pallas Capital Advisors LLC | 3,163 | $367.1K | 0.02% | +237+8.1% | Added |
| Main Street Financial Solutions, LLC | 3,168 | $367.7K | 0.05% | +304+10.6% | Added |
| AdvisorShares Investments LLC | 3,196 | $371.0K | 0.09% | −37−1.1% | Reduced |
| Chicago Capital, LLC | 3,197 | $371.1K | 0.01% | +16+0.5% | Added |
| Summit Financial Group Inc | 3,202 | $371.7K | 0.14% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,204 | $371.9K | 0.01% | +411+14.7% | Added |
| Hazlett, Burt & Watson, Inc. | 3,202 | $372.0K | 0.25% | +4+0.1% | Added |
| Heartland Bank & Trust Co | 3,209 | $372.5K | 0.26% | −685−17.6% | Reduced |
| Integrated Investment Consultants, LLC | 3,211 | $372.7K | 0.12% | −83−2.5% | Reduced |
| Boston Financial Mangement LLC | 3,213 | $372.9K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,213 | $372.9K | 0.13% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,225 | $374.0K | 0.05% | −112−3.4% | Reduced |
| Stoneridge Investment Partners LLC | 3,232 | $375.0K | 0.16% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,242 | $376.3K | 0.17% | +92+2.9% | Added |
| Bray Capital Advisors | 3,246 | $376.8K | 0.10% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,250 | $377.2K | 0.18% | −75−2.3% | Reduced |
| Keystone Financial Services | 3,251 | $377.4K | 0.18% | +62+1.9% | Added |
| Biltmore Family Office, LLC | 3,254 | $377.7K | 0.08% | −529−14.0% | Reduced |
| ICA Group Wealth Management, LLC | 3,269 | $379.4K | 0.08% | +129+4.1% | Added |
| Red Door Wealth Management, LLC | 3,270 | $379.5K | 0.08% | +64+2.0% | Added |
| KLCM Advisors, Inc. | 3,280 | $380.7K | 0.06% | −25−0.8% | Reduced |
| Aberdeen Wealth Management LLC | 3,282 | $380.9K | 0.28% | 00.0% | Unchanged |
| Tevis Investment Management | 3,294 | $382.3K | 0.35% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,301 | $383.1K | 0.05% | +10.0% | Added |
| Alera Investment Advisors, LLC | 3,301 | $383.1K | 0.05% | −441−11.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,302 | $383.2K | 0.19% | +10.0% | Added |
| MSH Capital Advisors LLC | 3,303 | $383.4K | 0.14% | −168−4.8% | Reduced |
| NovaPoint Capital, LLC | 3,304 | $383.5K | 0.14% | −355−9.7% | Reduced |
| DF Dent & Co Inc | 3,304 | $383.5K | 0.01% | −2,922−46.9% | Reduced |