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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 3,137 | $399.3K | 0.23% | +2+0.1% | Added |
| Smithfield Trust Co | 3,161 | $401.0K | 0.02% | −467−12.9% | Reduced |
| Stoneridge Investment Partners LLC | 3,157 | $402.0K | 0.15% | −75−2.3% | Reduced |
| Kensington Investment Counsel, LLC | 3,190 | $406.0K | 0.19% | −141−4.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,204 | $407.0K | 0.24% | +2+0.1% | Added |
| Walker Asset Management, LLC | 3,198 | $407.1K | 0.27% | +61+1.9% | Added |
| Summit Financial Group Inc | 3,202 | $407.6K | 0.14% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,213 | $409.0K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,213 | $409.0K | 0.07% | −143−4.3% | Reduced |
| Advisor OS, LLC | 3,224 | $410.3K | 0.05% | −1,626−33.5% | Reduced |
| SPC Financial, Inc. | 3,227 | $410.7K | 0.04% | +200+6.6% | Added |
| Southland Equity Partners LLC | 3,241 | $412.5K | 0.12% | +304+10.4% | Added |
| BNC Wealth Management, LLC | 3,244 | $412.9K | 0.18% | −6−0.2% | Reduced |
| Meritage Portfolio Management | 3,247 | $413.0K | 0.03% | −31,115−90.6% | Reduced |
| Bray Capital Advisors | 3,246 | $413.2K | 0.10% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,247 | $413.3K | 0.25% | +819+33.7% | Added |
| Aspire Private Capital, LLC | 3,248 | $413.4K | 0.11% | −3,083−48.7% | Reduced |
| Goelzer Investment Management, Inc. | 3,252 | $413.9K | 0.02% | +214+7.0% | Added |
| Keystone Financial Services | 3,253 | $414.0K | 0.18% | +2+0.1% | Added |
| Harrell Investment Partners, LLC | 3,256 | $414.4K | 0.12% | −1,594−32.9% | Reduced |
| West Family Investments, Inc. | 3,256 | $414.4K | 0.13% | +43+1.3% | Added |
| Bright Futures Wealth Management, LLC. | 3,639 | $414.7K | 0.22% | +3,639 | New |
| VeraBank, N.A. | 3,271 | $416.3K | 0.13% | −1,040−24.1% | Reduced |
| PAX Financial Group, LLC | 3,273 | $416.6K | 0.08% | −298−8.3% | Reduced |
| KLCM Advisors, Inc. | 3,280 | $417.5K | 0.05% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,282 | $417.7K | 0.24% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,295 | $419.4K | 0.04% | +232+7.6% | Added |
| Sheets Smith Wealth Management | 3,301 | $420.1K | 0.05% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,302 | $420.2K | 0.07% | −735−18.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,303 | $420.4K | 0.17% | +10.0% | Added |
| NovaPoint Capital, LLC | 3,304 | $420.5K | 0.15% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,307 | $421.0K | 0.27% | +2+0.1% | Added |
| LongView Wealth Management | 3,324 | $423.1K | 0.17% | −120−3.5% | Reduced |
| BBR Partners, LLC | 3,337 | $424.8K | 0.03% | −135−3.9% | Reduced |
| Front Row Advisors LLC | 3,339 | $425.0K | 0.16% | +3,039+1,013.0% | Added |
| Wilkinson Global Asset Management LLC | 3,345 | $425.8K | 0.03% | −93−2.7% | Reduced |
| Peoples Bank | 3,352 | $426.6K | 0.24% | −192−5.4% | Reduced |
| Apella Capital, LLC | 3,227 | $426.7K | 0.02% | +110+3.5% | Added |
| Atom Investors LP | 3,365 | $428.3K | 0.05% | +3,365 | New |
| CWA Asset Management Group, LLC | 3,365 | $428.3K | 0.03% | +727+27.6% | Added |
| Titleist Asset Management, LLC | 3,373 | $429.3K | 0.08% | −68−2.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,399 | $432.6K | 0.18% | −8,454−71.3% | Reduced |
| Alta Advisers Ltd | 3,400 | $432.8K | 0.21% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,400 | $432.8K | 0.33% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,402 | $433.0K | 0.07% | +90+2.7% | Added |
| Check Capital Management Inc | 3,404 | $433.3K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,407 | $433.6K | 0.01% | +203+6.3% | Added |
| Cullen Investment Group, Ltd. | 3,328 | $434.8K | 0.07% | +16+0.5% | Added |
| Jacobs & Co | 3,421 | $435.0K | 0.05% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,442 | $438.1K | 0.10% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,453 | $439.5K | 0.29% | +3+0.1% | Added |
| Field & Main Bank | 3,455 | $439.8K | 0.17% | −184−5.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,462 | $440.7K | 0.05% | −94−2.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,465 | $441.0K | 0.12% | −316−8.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,475 | $442.3K | 0.12% | −65−1.8% | Reduced |
| Fortis Advisors, LLC | 3,475 | $442.3K | 0.30% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,475 | $442.3K | 0.15% | +100+3.0% | Added |
| Abel Hall, LLC | 3,476 | $442.4K | 0.33% | +122+3.6% | Added |
| Twin City Private Wealth, LLC | 3,489 | $444.1K | 0.44% | +3,489 | New |
| Plimoth Trust Co LLC | 3,497 | $445.1K | 0.12% | +54+1.6% | Added |
| CWS Financial Advisors, LLC | 3,501 | $445.6K | 0.18% | −3,621−50.8% | Reduced |
| Berkeley Capital Partners, LLC | 3,504 | $446.1K | 0.14% | +24+0.7% | Added |
| Bullock Wealth Management Group | 3,484 | $448.2K | 0.30% | +3,484 | New |
| Crestmont Private Wealth LLC | 3,529 | $449.2K | 0.22% | −42−1.2% | Reduced |
| Chilton Investment Co LLC | 3,536 | $450.1K | 0.01% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 3,552 | $452.1K | 0.30% | +222+6.7% | Added |
| Arcataur Capital Management LLC | 3,562 | $453.4K | 0.16% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,568 | $454.1K | 0.02% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,573 | $454.8K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,586 | $456.4K | 0.11% | −1,947−35.2% | Reduced |
| Chicago Capital, LLC | 3,596 | $457.7K | 0.01% | +399+12.5% | Added |
| Fractal Investments LLC | 3,600 | $458.2K | 0.08% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 3,604 | $458.7K | 0.42% | +1,574+77.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,606 | $459.0K | 0.04% | +1,394+63.0% | Added |
| Simon Quick Advisors, LLC | 3,615 | $460.1K | 0.03% | +704+24.2% | Added |
| Patton Fund Management, Inc. | 3,623 | $461.1K | 0.08% | +1,371+60.9% | Added |
| Waterway Wealth Management, LLC | 3,626 | $461.5K | 0.20% | +77+2.2% | Added |
| Wolverine Trading, LLC | 3,631 | $462.2K | 0.00% | −26,266−87.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,631 | $462.2K | 0.13% | +2+0.1% | Added |
| WealthPLAN Partners, LLC | 3,640 | $463.3K | 0.05% | +24+0.7% | Added |
| Strategic Financial Concepts, LLC | 3,644 | $463.8K | 0.11% | +1,033+39.6% | Added |
| Petrus Trust Company, LTA | 3,645 | $463.9K | 0.04% | −967−21.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,646 | $464.1K | 0.09% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,646 | $464.1K | 0.27% | +437+13.6% | Added |
| Solutions 4 Wealth, Ltd | 3,654 | $465.0K | 1.31% | −30−0.8% | Reduced |
| Biltmore Family Office, LLC | 3,659 | $465.7K | 0.09% | +405+12.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,663 | $466.3K | 0.30% | −278−7.1% | Reduced |
| Jefferies Financial Group Inc. | 3,665 | $466.5K | 0.01% | −17,774−82.9% | Reduced |
| BLB&B Advisors, LLC | 3,677 | $468.0K | 0.03% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,681 | $468.5K | 0.14% | −284−7.2% | Reduced |
| MBM Wealth Consultants, LLC | 3,718 | $473.2K | 0.17% | −49−1.3% | Reduced |
| Headinvest, LLC | 3,719 | $473.4K | 0.09% | −100−2.6% | Reduced |
| Forza Wealth Management, LLC | 3,722 | $473.7K | 0.25% | 00.0% | Unchanged |
| Barr E S & Co | 3,725 | $474.1K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,731 | $474.9K | 0.03% | −3,557−48.8% | Reduced |
| CFS Investment Advisory Services, LLC | 3,729 | $475.0K | 0.08% | +399+12.0% | Added |
| First National Bank | 3,732 | $475.0K | 0.36% | −177−4.5% | Reduced |
| AdvisorNet Financial, Inc | 3,734 | $475.3K | 0.05% | +806+27.5% | Added |
| Meridian Investment Counsel Inc. | 3,740 | $476.0K | 0.16% | +17+0.5% | Added |
| Duncker Streett & Co Inc | 3,750 | $477.3K | 0.09% | +100+2.7% | Added |