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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 17,579 | $2.04M | 0.29% | +12,450+242.7% | Added |
| Pavion Blue Capital, LLC | 17,461 | $2.03M | 1.12% | +10.0% | Added |
| Jamison Private Wealth Management, Inc. | 17,393 | $2.02M | 0.38% | −204−1.2% | Reduced |
| Lodestone Wealth Management LLC | 17,322 | $2.01M | 1.17% | −2,714−13.5% | Reduced |
| Wealthcare Advisory Partners LLC | 17,260 | $2.00M | 0.08% | −933−5.1% | Reduced |
| Miracle Mile Advisors, LLC | 17,020 | $1.98M | 0.05% | −16,240−48.8% | Reduced |
| Basepoint Wealth LLC | 16,928 | $1.96M | 1.58% | −983−5.5% | Reduced |
| NEOS Investment Management LLC | 16,912 | $1.96M | 0.19% | +4,212+33.2% | Added |
| Huber Capital Management LLC | 16,900 | $1.96M | 0.49% | +1,700+11.2% | Added |
| Recurrent Investment Advisors LLC | 16,862 | $1.96M | 0.29% | −1,856−9.9% | Reduced |
| Heck Capital Advisors, LLC | 16,841 | $1.95M | 0.32% | −633−3.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,801 | $1.95M | 0.22% | −2,812−14.3% | Reduced |
| Unison Advisors LLC | 16,750 | $1.94M | 0.21% | +16,750 | New |
| Spire Wealth Management | 17,993 | $1.94M | 0.07% | +103+0.6% | Added |
| Pinnacle Financial Partners Inc | 16,623 | $1.93M | 0.05% | −2,542−13.3% | Reduced |
| Regal Investment Advisors LLC | 16,608 | $1.93M | 0.15% | +141+0.9% | Added |
| SCP Investment, LP | 16,668 | $1.93M | 1.53% | +3,500+26.6% | Added |
| HBK Sorce Advisory LLC | 16,528 | $1.92M | 0.07% | +56+0.3% | Added |
| Mraz, Amerine & Associates, Inc. | 16,308 | $1.89M | 0.40% | −715−4.2% | Reduced |
| Trust Co of Vermont | 16,211 | $1.88M | 0.13% | −786−4.6% | Reduced |
| Searle & Co. | 16,177 | $1.88M | 0.51% | +4,448+37.9% | Added |
| Principal Securities, Inc. | 16,146 | $1.87M | 0.07% | +16,146 | New |
| Alaethes Wealth LLC | 16,132 | $1.87M | 0.89% | +324+2.0% | Added |
| Busey Wealth Management | 16,056 | $1.86M | 0.07% | +2,293+16.7% | Added |
| Arete Wealth Advisors, LLC | 16,029 | $1.86M | 0.14% | −374−2.3% | Reduced |
| Gifford Fong Associates | 16,000 | $1.86M | 0.40% | 00.0% | Unchanged |
| Spirit of America Management Corp | 15,900 | $1.85M | 0.40% | +10,600+200.0% | Added |
| Nilsine Partners, LLC | 15,880 | $1.84M | 0.28% | −3,893−19.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 15,801 | $1.83M | 0.53% | −802−4.8% | Reduced |
| Prio Wealth Limited Partnership | 15,776 | $1.83M | 0.06% | +1,982+14.4% | Added |
| St. Louis Financial Planners Asset Management, LLC | 15,737 | $1.83M | 1.70% | +15,737 | New |
| Diversified Trust Co | 15,698 | $1.82M | 0.06% | −1,529−8.9% | Reduced |
| Leisure Capital Management | 15,677 | $1.82M | 0.98% | −2,498−13.7% | Reduced |
| Jeppson Wealth Management, LLC | 15,671 | $1.82M | 0.75% | −105−0.7% | Reduced |
| YHB Investment Advisors, Inc. | 15,624 | $1.81M | 0.18% | −6,749−30.2% | Reduced |
| Great Lakes Retirement, Inc. | 15,589 | $1.81M | 0.30% | −24−0.2% | Reduced |
| New Potomac Partners, LLC | 15,556 | $1.81M | 1.07% | −549−3.4% | Reduced |
| Heritage Trust Co | 15,533 | $1.80M | 0.25% | +1,789+13.0% | Added |
| Register Financial Advisors LLC | 15,414 | $1.79M | 1.20% | +209+1.4% | Added |
| Procyon Private Wealth Partners, LLC | 15,410 | $1.79M | 0.15% | +2,354+18.0% | Added |
| New England Asset Management Inc | 15,400 | $1.79M | 0.29% | −8,000−34.2% | Reduced |
| Heritage Wealth Management, LLC | 15,380 | $1.79M | 0.97% | +15,380 | New |
| Coppell Advisory Solutions LLC | 15,367 | $1.78M | 0.36% | +5,246+51.8% | Added |
| Schechter Investment Advisors, LLC | 15,365 | $1.78M | 0.15% | +681+4.6% | Added |
| NorthRock Partners, LLC | 15,289 | $1.77M | 0.07% | +7,636+99.8% | Added |
| Arrow Financial Corp | 15,257 | $1.77M | 0.18% | −68−0.4% | Reduced |
| Stegent Equity Advisors, Inc. | 15,220 | $1.77M | 2.09% | −20.0% | Reduced |
| Iams Wealth Management, LLC | 15,169 | $1.76M | 1.14% | −851−5.3% | Reduced |
| Qtron Investments LLC | 15,158 | $1.76M | 0.29% | +1,527+11.2% | Added |
| First National Trust Co | 15,129 | $1.76M | 0.08% | +576+4.0% | Added |
| Hoertkorn Richard Charles | 15,114 | $1.75M | 0.79% | −25−0.2% | Reduced |
| Point72 Europe (London) LLP | 15,095 | $1.75M | 0.22% | +15,095 | New |
| Trustmark National Bank Trust Department | 15,022 | $1.74M | 0.16% | −245−1.6% | Reduced |
| Cascade Investment Advisors, Inc. | 15,010 | $1.74M | 1.24% | −25−0.2% | Reduced |
| Venture Visionary Partners LLC | 14,975 | $1.74M | 0.09% | −933−5.9% | Reduced |
| Pitcairn Co | 14,907 | $1.73M | 0.13% | +1,860+14.3% | Added |
| Wunderlich Capital Managemnt | 14,864 | $1.73M | 0.78% | +738+5.2% | Added |
| Mechanics Bank Trust Department | 14,817 | $1.72M | 0.27% | +201+1.4% | Added |
| FineMark National Bank & Trust | 14,648 | $1.70M | 0.07% | −197−1.3% | Reduced |
| Investors Asset Management of Georgia Inc | 14,562 | $1.69M | 0.86% | +600+4.3% | Added |
| Drive Wealth Management, LLC | 14,563 | $1.69M | 0.55% | +157+1.1% | Added |
| Fruth Investment Management | 14,565 | $1.69M | 0.47% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,439 | $1.68M | 0.05% | +4,439+44.4% | Added |
| Ingalls & Snyder LLC | 14,433 | $1.68M | 0.08% | −1,045−6.8% | Reduced |
| Wealthspan Partners, LLC | 14,406 | $1.67M | 1.17% | −102−0.7% | Reduced |
| Alpha DNA Investment Management LLC | 14,376 | $1.67M | 0.99% | +4,953+52.6% | Added |
| Wedmont Private Capital | 14,509 | $1.66M | 0.14% | +2,219+18.1% | Added |
| Accretive Wealth Partners, LLC | 14,230 | $1.65M | 0.79% | +60.0% | Added |
| North Star Investment Management Corp. | 14,148 | $1.64M | 0.13% | −39−0.3% | Reduced |
| Accurate Wealth Management, LLC | 14,779 | $1.64M | 0.51% | −189−1.3% | Reduced |
| Adams Wealth Management | 14,103 | $1.64M | 0.48% | +1,953+16.1% | Added |
| Mach-1 Financial Group, Inc. | 14,074 | $1.63M | 0.62% | +4,782+51.5% | Added |
| True North Advisors, LLC | 14,048 | $1.63M | 0.42% | −6,104−30.3% | Reduced |
| Freedom Day Solutions, LLC | 14,046 | $1.63M | 0.64% | −438−3.0% | Reduced |
| Islay Capital Management, LLC | 13,976 | $1.62M | 1.28% | −327−2.3% | Reduced |
| Fernwood Investment Management, LLC | 13,966 | $1.62M | 0.53% | −245−1.7% | Reduced |
| Avitas Wealth Management LLC | 13,869 | $1.61M | 0.27% | +162+1.2% | Added |
| Checchi Capital Advisers, LLC | 13,857 | $1.61M | 0.13% | −767−5.2% | Reduced |
| Redwood Investment Management, LLC | 13,856 | $1.61M | 0.15% | −4,357−23.9% | Reduced |
| Anchor Investment Management, LLC | 13,829 | $1.61M | 0.18% | +4,193+43.5% | Added |
| Integrated Advisors Network LLC | 13,812 | $1.60M | 0.09% | −316−2.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,803 | $1.60M | 0.05% | +205+1.5% | Added |
| Evercore Wealth Management, LLC | 13,758 | $1.60M | 0.03% | +343+2.6% | Added |
| First National Bank & Trust Co of Newtown | 13,735 | $1.59M | 0.34% | −415−2.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,737 | $1.59M | 0.43% | +6,690+94.9% | Added |
| TrimTabs Asset Management, LLC | 13,732 | $1.59M | 0.46% | −3,184−18.8% | Reduced |
| Fort Washington Investment Advisors Inc | 13,671 | $1.59M | 0.01% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 13,241 | $1.59M | 0.15% | +500+3.9% | Added |
| Ruggaard & Associates LLC | 13,665 | $1.59M | 0.84% | +150+1.1% | Added |
| Garner Asset Management Corp | 13,901 | $1.59M | 0.81% | +1,606+13.1% | Added |
| AlphaStar Capital Management, LLC | 13,536 | $1.57M | 0.14% | −5,092−27.3% | Reduced |
| Proficio Capital Partners LLC | 13,484 | $1.57M | 0.19% | +238+1.8% | Added |
| Gilbert & Cook, Inc. | 13,438 | $1.56M | 0.22% | +483+3.7% | Added |
| First National Advisers, LLC | 13,438 | $1.56M | 0.45% | +3,234+31.7% | Added |
| BlueCrest Capital Management Ltd | 13,432 | $1.56M | 0.26% | +6,554+95.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 13,419 | $1.56M | 0.03% | −7,482−35.8% | Reduced |
| Cornerstone Wealth Management, LLC | 13,385 | $1.55M | 0.13% | −1,186−8.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,366 | $1.55M | 0.40% | +3,955+42.0% | Added |
| Mutual Advisors, LLC | 13,343 | $1.55M | 0.05% | +2,296+20.8% | Added |
| Ballentine Partners, LLC | 13,288 | $1.54M | 0.03% | +1,143+9.4% | Added |