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, Q1 2024
Institutional positions in ConocoPhillips as of Mar 31, 2024. 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
- 2,335
- +94 vs. Q4 2023
- Shares held
- 956.9M
- −4.40M (−0.5%) vs. Q4 2023
- Total value
- $121.7B
- +$10.2B (+9.1%) vs. Q4 2023
- New holders
- 206
- 881 more added
- Sold out
- 112
- 871 more reduced
31 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 877 | $111.6K | 0.02% | +340+63.3% | Added |
| Atlantic Trust, LLC | 885 | $112.6K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 900 | $114.6K | 0.04% | +381+73.4% | Added |
| Princeton Global Asset Management LLC | 906 | $115.3K | 0.03% | +2+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 938 | $119.4K | 0.05% | +302+47.5% | Added |
| Spotlight Asset Group, Inc. | 978 | $124.5K | 0.09% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,000 | $127.3K | 0.03% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,018 | $129.5K | 0.06% | −146−12.5% | Reduced |
| FRG Family Wealth Advisors LLC | 1,032 | $129.6K | 0.03% | +1,032 | New |
| Cornerstone Planning Group LLC | 1,061 | $129.7K | 0.04% | −168−13.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,029 | $131.5K | 0.08% | +200+24.1% | Added |
| Belmont Capital, LLC | 1,036 | $131.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,045 | $133.0K | 0.08% | −687−39.7% | Reduced |
| Gleason Group, Inc. | 1,054 | $134.1K | 0.03% | +8+0.8% | Added |
| Sound Income Strategies, LLC | 1,063 | $135.3K | 0.01% | +276+35.1% | Added |
| Carolinas Wealth Consulting LLC | 1,072 | $136.5K | 0.03% | −1,982−64.9% | Reduced |
| Atwood & Palmer Inc | 1,077 | $137.1K | 0.01% | +41+4.0% | Added |
| Glen Eagle Advisors, LLC | 1,082 | $137.7K | 0.03% | +100+10.2% | Added |
| Fortitude Family Office, LLC | 1,093 | $139.1K | 0.09% | −107−8.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,102 | $140.0K | 0.02% | +3+0.3% | Added |
| JNBA Financial Advisors | 1,107 | $140.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,108 | $141.0K | 0.01% | +143+14.8% | Added |
| DecisionPoint Financial, LLC | 1,084 | $141.2K | 0.06% | +8+0.7% | Added |
| Alaska Permanent Fund Corp | 1,123 | $142.9K | 0.00% | +1,123 | New |
| Centerpoint Advisors, LLC | 1,135 | $144.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,208 | $153.8K | 0.02% | +146+13.7% | Added |
| Security National Bank | 1,212 | $154.3K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,222 | $155.0K | 0.04% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,251 | $159.2K | 0.02% | −315−20.1% | Reduced |
| Main Street Group, LTD | 1,251 | $160.8K | 0.07% | +177+16.5% | Added |
| Quintet Private Bank (Europe) S.A. | 1,098 | $163.2K | 0.01% | −271−19.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,283 | $163.3K | 0.06% | −100−7.2% | Reduced |
| Winch Advisory Services, LLC | 1,287 | $163.8K | 0.05% | −17−1.3% | Reduced |
| S.A. Mason LLC | 1,300 | $165.5K | 0.10% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,316 | $167.5K | 0.04% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,740 | $172.6K | 0.01% | +830+91.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,380 | $175.6K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,384 | $176.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,400 | $178.2K | 0.14% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,403 | $178.6K | 0.09% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,410 | $179.5K | 0.02% | −357−20.2% | Reduced |
| Compass Wealth Management LLC | 1,419 | $180.6K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,430 | $182.0K | 0.04% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,433 | $182.4K | 0.14% | +503+54.1% | Added |
| Salomon & Ludwin, LLC | 1,439 | $183.2K | 0.02% | −93−6.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,449 | $184.4K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,455 | $185.2K | 0.27% | 00.0% | Unchanged |
| Boit C F David | 1,500 | $186.5K | 0.10% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,467 | $186.7K | 0.08% | +234+19.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,471 | $187.2K | 0.09% | −59−3.9% | Reduced |
| General Partner, Inc. | 1,480 | $188.4K | 0.12% | +419+39.5% | Added |
| Ossiam | 1,490 | $189.6K | 0.00% | −5,284−78.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,496 | $190.4K | 0.09% | +1,249+505.7% | Added |
| U S Global Investors Inc | 1,500 | $190.9K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,500 | $191.6K | 0.05% | +500+50.0% | Added |
| Kelly Lawrence W & Associates Inc | 1,507 | $191.8K | 0.04% | +1,507 | New |
| Harbor Capital Advisors, Inc. | 1,514 | $193.0K | 0.03% | −23,844−94.0% | Reduced |
| Silver Oak Securities, Inc | 1,524 | $194.0K | 0.03% | −88−5.5% | Reduced |
| Virtus ETF Advisers LLC | 1,527 | $194.4K | 0.10% | −4,988−76.6% | Reduced |
| Crewe Advisors LLC | 1,528 | $194.5K | 0.02% | +1,528 | New |
| TSFG, LLC | 1,549 | $197.0K | 0.05% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,565 | $199.2K | 0.12% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,646 | $200.5K | 0.03% | +852+107.3% | Added |
| Schiavi & Co LLC | 1,583 | $201.5K | 0.08% | +1,583 | New |
| Clear Creek Financial Management, LLC | 1,586 | $201.8K | 0.03% | +1,586 | New |
| Wealth Quarterback LLC | 1,586 | $201.9K | 0.11% | +1,586 | New |
| Aletheian Wealth Advisors LLC | 1,592 | $202.6K | 0.11% | +1,592 | New |
| Tortoise Investment Management, LLC | 1,597 | $203.3K | 0.02% | +26+1.7% | Added |
| Mogy Joel R Investment Counsel Inc | 1,600 | $203.6K | 0.01% | +1,600 | New |
| F/M Investments LLC | 1,600 | $203.6K | 0.14% | +1,600 | New |
| Yoder Wealth Management, Inc. | 1,600 | $203.6K | 0.13% | +1,600 | New |
| Arbor Trust Wealth Advisors, LLC | 1,535 | $203.9K | 0.11% | +1,535 | New |
| First Command Advisory Services, Inc. | 1,614 | $205.4K | 0.00% | −98−5.7% | Reduced |
| Fiduciary Planning LLC | 1,615 | $205.5K | 0.08% | +1,615 | New |
| Diametric Capital, LP | 1,615 | $205.6K | 0.11% | +1,615 | New |
| Financial & Tax Architects, LLC | 1,617 | $205.8K | 0.06% | +1,617 | New |
| Philadelphia Trust Co | 1,615 | $206.0K | 0.02% | +1,615 | New |
| New Capital Management LP | 1,620 | $206.2K | 0.06% | +1,620 | New |
| EPIQ Capital Group, LLC | 1,621 | $206.3K | 0.08% | +1,621 | New |
| London Co of Virginia | 1,621 | $206.3K | 0.00% | +1,621 | New |
| Bruce G. Allen Investments, LLC | 1,622 | $206.4K | 0.17% | −206−11.3% | Reduced |
| Green Harvest Asset Management LLC | 1,624 | $206.7K | 0.01% | +1,624 | New |
| Sandy Cove Advisors, LLC | 1,627 | $207.1K | 0.10% | +1,627 | New |
| TCI Wealth Advisors, Inc. | 1,628 | $207.2K | 0.02% | +1,628 | New |
| RIA Advisory Group LLC | 1,629 | $207.3K | 0.08% | −2,353−59.1% | Reduced |
| Total Investment Management Inc | 1,629 | $207.3K | 0.03% | +1,629 | New |
| Hanlon Investment Management, Inc. | 1,634 | $208.0K | 0.06% | +1,634 | New |
| Sompo Asset Management Co., Ltd. | 1,640 | $208.7K | 0.03% | +1,640 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,641 | $208.9K | 0.08% | +1,641 | New |
| Bellwether Advisors, LLC | 1,641 | $208.9K | 0.05% | +1,641 | New |
| First Citizens Financial Corp | 1,641 | $208.9K | 0.12% | +1,641 | New |
| Capital Investment Counsel, Inc | 1,646 | $209.5K | 0.04% | +1,646 | New |
| Greenspring Advisors, LLC | 1,647 | $209.6K | 0.05% | −98−5.6% | Reduced |
| Boston Mountain Money Management Inc | 1,649 | $209.8K | 0.14% | +1,649 | New |
| Oak Harvest Investment Services | 1,649 | $209.9K | 0.03% | +1,649 | New |
| Community Financial Services Group, LLC | 1,651 | $210.1K | 0.05% | +1,651 | New |
| Kapstone Financial Advisors LLC | 1,652 | $210.3K | 0.14% | +1,652 | New |
| BlueCrest Capital Management Ltd | 1,653 | $210.4K | 0.05% | −11,779−87.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,660 | $211.0K | 0.09% | +1,660 | New |
| Acropolis Investment Management, LLC | 1,658 | $211.0K | 0.01% | +52+3.2% | Added |